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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ROI Financial Advisors's COKE Position: Q1 2026 in Review

ROI Financial Advisors increased its Coca-Cola Consolidated (COKE) stake by 1.6% in Q1 2026, buying an estimated $28.7K and bringing the position to 10,556 shares worth $2.02M. The position accounts for 1.21% of the portfolio, ranked #23.

ROI Financial Advisors first reported a position in COKE in Q2 2024 and has held it in 8 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • ROI Financial Advisors held 10,556 shares of Coca-Cola Consolidated worth $2.02M as of Q1 2026.
  • ROI Financial Advisors bought 164 Coca-Cola Consolidated shares in Q1 2026, an estimated $28.7K.
  • Coca-Cola Consolidated made up 1.21% of ROI Financial Advisors's portfolio in Q1 2026, its #23 holding.
  • ROI Financial Advisors first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 8 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.