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Simplicity Wealth’s Coca-Cola Consolidated COKE Stock Holding History

Simplicity Wealth’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 		$376K Buy
+1,967
New +$366K 0.01% 747

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

Simplicity Wealth's COKE Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Coca-Cola Consolidated (COKE) in Q2 2026: 1,967 shares worth $376K. The stake represents 0.01% of the portfolio and ranks #747 among its holdings.

610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Simplicity Wealth held 1,967 shares of Coca-Cola Consolidated worth $376K as of Q2 2026.
  • Coca-Cola Consolidated was a new Simplicity Wealth position in Q2 2026.
  • Coca-Cola Consolidated made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #747 holding.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.