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Sheaff Brock Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Sheaff Brock Investment 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
Q1 		$289K Buy
2,140
+10
+0.5% +$1.34K 0.03% 338
2024
Q4 		$269K Hold
2,130
– – 0.02% 356
2024
Q3 		$280K Hold
2,130
– – 0.02% 339
2024
Q2 		$231K Buy
+2,130
New +$197K 0.02% 365

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sheaff Brock Investment Advisors's COKE Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Coca-Cola Consolidated (COKE) stake by 0.47% in Q1 2025, buying an estimated $1.34K and bringing the position to 2,140 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #338.

Sheaff Brock Investment Advisors first reported a position in COKE in Q2 2024 and has held it in 4 quarters since. 466 funds tracked by Wall St. Rank hold COKE as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,140 shares of Coca-Cola Consolidated worth $289K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 10 Coca-Cola Consolidated shares in Q1 2025, an estimated $1.34K.
  • Coca-Cola Consolidated made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #338 holding.
  • Sheaff Brock Investment Advisors first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 4 quarters since.
  • 466 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.