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

Sequoia 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
2026
Q2 		$789K Sell
4,134
-329
-7% -$61.3K ﹤0.01% 1061
2026
Q1 		$856K Sell
4,463
-663
-13% -$116K ﹤0.01% 966
2025
Q4 		$786K Buy
5,126
+1,884
+58% +$276K ﹤0.01% 1015
2025
Q3 		$380K Buy
+3,242
New +$376K ﹤0.01% 1265

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sequoia Financial Advisors's COKE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Coca-Cola Consolidated (COKE) stake by 7.4% in Q2 2026, selling an estimated $61.3K and leaving 4,134 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Sequoia Financial Advisors first reported a position in COKE in Q3 2025 and has held it in 4 quarters since. The position peaked at $856K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Sequoia Financial Advisors held 4,134 shares of Coca-Cola Consolidated worth $789K as of Q2 2026.
  • Sequoia Financial Advisors sold 329 Coca-Cola Consolidated shares in Q2 2026, an estimated $61.3K.
  • Coca-Cola Consolidated made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1061 holding.
  • Sequoia Financial Advisors first reported a position in Coca-Cola Consolidated in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Coca-Cola Consolidated position peaked at $856K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.