SA
COKE icon

Sanctuary Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Sanctuary 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 		$1.42M Sell
7,425
-1,129
-13% -$198K 0.01% 1131
2025
Q4 		$1.31M Buy
8,554
+646
+8% +$94.8K 0.01% 1171
2025
Q3 		$927K Buy
7,908
+425
+6% +$49.2K 0.01% 1338
2025
Q2 		$835K Sell
7,483
-297
-4% -$35.9K 0.01% 1327
2025
Q1 		$1.05M Sell
7,780
-2,080
-21% -$280K 0.01% 1112
2024
Q4 		$1.35M Buy
9,860
+180
+2% +$22.5K 0.01% 1079
2024
Q3 		$1.22M Buy
9,680
+440
+5% +$53.9K 0.01% 1153
2024
Q2 		$760K Buy
+9,240
New +$855K 0.01% 1358

Other funds holding COKE

BlackRock
BlackRock New York $5.7T 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 $5.39B AUM 21.2% 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