Shelton Capital Management’s Coca-Cola Consolidated COKE Stock Holding History

Shelton Capital Management’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	$349K	Hold	1,830	–	–	0.01%	483
2026 Q1	$351K	Hold	1,830	–	–	0.01%	462
2025 Q4	$281K	Hold	1,830	–	–	0.01%	517
2025 Q3	$214K	Hold	1,830	–	–	﹤0.01%	660
2025 Q2	$204K	Hold	1,830	–	–	﹤0.01%	667
2025 Q1	$247K	Hold	1,830	–	–	0.01%	563
2024 Q4	$231K	Hold	1,830	–	–	0.01%	625
2024 Q3	$241K	Sell	1,830 -70	-4%	-$8.58K	0.01%	615
2024 Q2	$206K	Buy	+1,900	New	+$176K	0.01%	680

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shelton Capital Management's COKE Position: Q2 2026 in Review

Shelton Capital Management held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 1,830 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #483.

Shelton Capital Management first reported a position in COKE in Q2 2024 and has held it in 9 quarters since. The position peaked at $351K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Shelton Capital Management held 1,830 shares of Coca-Cola Consolidated worth $349K as of Q2 2026.
Shelton Capital Management left its Coca-Cola Consolidated share count unchanged in Q2 2026.
Coca-Cola Consolidated made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #483 holding.
Shelton Capital Management first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 9 quarters since.
Shelton Capital Management's Coca-Cola Consolidated position peaked at $351K in Q1 2026.
610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.