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SHP Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

SHP Wealth 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
Q1 		$9.78K Buy
51
+1
+2% +$175 ﹤0.01% 901
2025
Q4 		$7.67K Buy
+50
New +$7.33K ﹤0.01% 904

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 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 $1.61T 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

SHP Wealth Management's COKE Position: Q1 2026 in Review

SHP Wealth Management increased its Coca-Cola Consolidated (COKE) stake by 2% in Q1 2026, buying an estimated $175 and bringing the position to 51 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

SHP Wealth Management first reported a position in COKE in Q4 2025 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • SHP Wealth Management held 51 shares of Coca-Cola Consolidated worth $9.78K as of Q1 2026.
  • SHP Wealth Management bought 1 Coca-Cola Consolidated share in Q1 2026, an estimated $175.
  • Coca-Cola Consolidated made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #901 holding.
  • SHP Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.