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Root Financial Partners’s Coca-Cola Consolidated COKE Stock Holding History

Root Financial Partners’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 		– Sell
-306
Closed -$58.7K – 985
2026
Q1 		$58.7K Buy
306
+50
+20% +$8.76K ﹤0.01% 807
2025
Q4 		$39.2K Buy
256
+34
+15% +$4.99K ﹤0.01% 819
2025
Q3 		$26K Buy
+222
New +$25.7K ﹤0.01% 983

Other funds holding COKE

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Root Financial Partners's COKE Position: Q2 2026 in Review

Root Financial Partners sold out of Coca-Cola Consolidated (COKE) in Q2 2026, closing a stake of 306 shares — an estimated $58.7K sold.

Root Financial Partners first reported a position in COKE in Q3 2025 and held it in 3 quarters. The position peaked at $58.7K in Q1 2026. 172 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Root Financial Partners reported no remaining Coca-Cola Consolidated position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 306 Coca-Cola Consolidated shares in Q2 2026, an estimated $58.7K.
  • Root Financial Partners first reported a position in Coca-Cola Consolidated in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Coca-Cola Consolidated position peaked at $58.7K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.