SageView Advisory Group’s Coca-Cola Consolidated COKE Stock Holding History

SageView Advisory Group’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
2025 Q4	$10.4K	Buy	+68	New	+$9.98K	﹤0.01%	1695

Other funds holding COKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SageView Advisory Group's COKE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Coca-Cola Consolidated (COKE) in Q4 2025: 68 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1695 among its holdings.

531 funds tracked by Wall St. Rank hold COKE as of Q4 2025.

SageView Advisory Group held 68 shares of Coca-Cola Consolidated worth $10.4K as of Q4 2025.
Coca-Cola Consolidated was a new SageView Advisory Group position in Q4 2025.
Coca-Cola Consolidated made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1695 holding.
531 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.