Simplex Trading
COKE icon

Simplex Trading’s Coca-Cola Consolidated COKE Stock Holding History

Simplex Trading’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 		$153K Buy
+800
New +$140K ﹤0.01% 4614
2025
Q4 		– Sell
-400
Closed -$46K – 8746
2025
Q3 		$46K Buy
400
+200
+100% +$23.2K ﹤0.01% 6534
2025
Q2 		$22K Buy
+200
New +$24.2K ﹤0.01% 6675

Other funds holding COKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Simplex Trading's COKE Position: Q1 2026 in Review

Simplex Trading increased its Coca-Cola Consolidated (COKE) stake by 649% in Q1 2026, buying an estimated $104K and bringing the position to 682 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #4774.

Simplex Trading first reported a position in COKE in Q2 2025 and has held it in 4 quarters since. The position peaked at $142K in Q3 2025. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Simplex Trading held 682 shares of Coca-Cola Consolidated worth $131K as of Q1 2026.
  • Simplex Trading bought 591 Coca-Cola Consolidated shares in Q1 2026, an estimated $104K.
  • Coca-Cola Consolidated made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4774 holding.
  • Simplex Trading first reported a position in Coca-Cola Consolidated in Q2 2025 and has held it in 4 quarters since.
  • Simplex Trading's Coca-Cola Consolidated position peaked at $142K in Q3 2025.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.