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ROI Financial Advisors’s Coca-Cola Consolidated COKE Stock Holding History

ROI Financial Advisors’s Portfolio COKE Stock Details COKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.2M Buy
11,511
+955
+9% +$178K 1.14% 25
2026
Q1 		$2.02M Buy
10,556
+164
+2% +$28.7K 1.21% 23
2025
Q4 		$1.59M Buy
10,392
+209
+2% +$30.7K 0.92% 27
2025
Q3 		$1.19M Buy
10,183
+1,476
+17% +$171K 0.71% 32
2025
Q2 		$972K Buy
8,707
+2,067
+31% +$250K 0.62% 32
2025
Q1 		$896K Buy
6,640
+1,270
+24% +$171K 0.65% 34
2024
Q4 		$677K Buy
5,370
+1,770
+49% +$222K 0.46% 38
2024
Q3 		$474K Buy
3,600
+1,440
+67% +$176K 0.33% 41
2024
Q2 		$234K Buy
+2,160
New +$200K 0.17% 54

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ROI Financial Advisors's COKE Position: Q2 2026 in Review

ROI Financial Advisors increased its Coca-Cola Consolidated (COKE) stake by 9% in Q2 2026, buying an estimated $178K and bringing the position to 11,511 shares worth $2.2M. The position accounts for 1.14% of the portfolio, ranked #25.

ROI Financial Advisors first reported a position in COKE in Q2 2024 and has held it in 9 quarters since. 611 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • ROI Financial Advisors held 11,511 shares of Coca-Cola Consolidated worth $2.2M as of Q2 2026.
  • ROI Financial Advisors bought 955 Coca-Cola Consolidated shares in Q2 2026, an estimated $178K.
  • Coca-Cola Consolidated made up 1.14% of ROI Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • ROI Financial Advisors first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 9 quarters since.
  • 611 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.