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Semmax Financial Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Semmax Financial 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
2025
Q2 		$42.4K Buy
371
+1
+0.3% +$121 0.01% 191
2025
Q1 		$42.8K Buy
+370
New +$49.7K 0.01% 173

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Semmax Financial Advisors's COKE Position: Q2 2025 in Review

Semmax Financial Advisors increased its Coca-Cola Consolidated (COKE) stake by 0.27% in Q2 2025, buying an estimated $121 and bringing the position to 371 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #191.

Semmax Financial Advisors first reported a position in COKE in Q1 2025 and has held it in 2 quarters since. The position peaked at $42.8K in Q1 2025. 470 funds tracked by Wall St. Rank hold COKE as of Q2 2025.

  • Semmax Financial Advisors held 371 shares of Coca-Cola Consolidated worth $42.4K as of Q2 2025.
  • Semmax Financial Advisors bought 1 Coca-Cola Consolidated share in Q2 2025, an estimated $121.
  • Coca-Cola Consolidated made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #191 holding.
  • Semmax Financial Advisors first reported a position in Coca-Cola Consolidated in Q1 2025 and has held it in 2 quarters since.
  • Semmax Financial Advisors's Coca-Cola Consolidated position peaked at $42.8K in Q1 2025.
  • 470 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.