RIL
COKE icon

Rothschild Investment LLC’s Coca-Cola Consolidated COKE Stock Holding History

Rothschild Investment LLC’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 		$661K Buy
3,464
+2,830
+446% +$527K 0.02% 518
2026
Q1 		$122K Buy
634
+48
+8% +$8.41K 0.01% 822
2025
Q4 		$89.8K Buy
586
+253
+76% +$37.1K ﹤0.01% 837
2025
Q3 		$39K Buy
+333
New +$38.6K ﹤0.01% 1068
2024
Q3 		– Sell
-20
Closed -$2.17K – 2913
2024
Q2 		$2.17K Buy
+20
New +$1.85K ﹤0.01% 1367

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Rothschild Investment LLC's COKE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Coca-Cola Consolidated (COKE) stake by 446% in Q2 2026, buying an estimated $527K and bringing the position to 3,464 shares worth $661K. The position accounts for 0.02% of the portfolio, ranked #518.

Rothschild Investment LLC first reported a position in COKE in Q2 2024 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Rothschild Investment LLC held 3,464 shares of Coca-Cola Consolidated worth $661K as of Q2 2026.
  • Rothschild Investment LLC bought 2,830 Coca-Cola Consolidated shares in Q2 2026, an estimated $527K.
  • Coca-Cola Consolidated made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #518 holding.
  • Rothschild Investment LLC first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 5 quarters since.
  • 483 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.