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Savant Capital’s Coca-Cola Consolidated COKE Stock Holding History

Savant Capital’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 		$575K Buy
2,999
+215
+8% +$37.7K ﹤0.01% 839
2025
Q4 		$427K Buy
2,784
+506
+22% +$74.2K ﹤0.01% 901
2025
Q3 		$267K Buy
+2,278
New +$264K ﹤0.01% 1094
2025
Q2 		– Sell
-2,430
Closed -$328K – 1232
2025
Q1 		$328K Sell
2,430
-560
-19% -$75.3K ﹤0.01% 817
2024
Q4 		$376K Sell
2,990
-720
-19% -$90.1K ﹤0.01% 1003
2024
Q3 		$488K Buy
+3,710
New +$455K ﹤0.01% 877

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

Savant Capital's COKE Position: Q1 2026 in Review

Savant Capital increased its Coca-Cola Consolidated (COKE) stake by 7.7% in Q1 2026, buying an estimated $37.7K and bringing the position to 2,999 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Savant Capital first reported a position in COKE in Q3 2024 and has held it in 6 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Savant Capital held 2,999 shares of Coca-Cola Consolidated worth $575K as of Q1 2026.
  • Savant Capital bought 215 Coca-Cola Consolidated shares in Q1 2026, an estimated $37.7K.
  • Coca-Cola Consolidated made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #839 holding.
  • Savant Capital first reported a position in Coca-Cola Consolidated in Q3 2024 and has held it in 6 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.