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

SkyOak 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 		$205K Sell
1,075
-115
-10% -$21.4K 0.03% 241
2026
Q1 		$228K Buy
+1,190
New +$208K 0.04% 228
2025
Q1 		– Sell
-1,750
Closed -$220K – 251
2024
Q4 		$220K Hold
1,750
– – 0.05% 226
2024
Q3 		$230K Sell
1,750
-250
-13% -$30.6K 0.05% 209
2024
Q2 		$217K Buy
+2,000
New +$185K 0.05% 219

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

SkyOak Wealth's COKE Position: Q2 2026 in Review

SkyOak Wealth reduced its Coca-Cola Consolidated (COKE) stake by 9.7% in Q2 2026, selling an estimated $21.4K and leaving 1,075 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #241.

SkyOak Wealth first reported a position in COKE in Q2 2024 and has held it in 5 quarters since. The position peaked at $230K in Q3 2024. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • SkyOak Wealth held 1,075 shares of Coca-Cola Consolidated worth $205K as of Q2 2026.
  • SkyOak Wealth sold 115 Coca-Cola Consolidated shares in Q2 2026, an estimated $21.4K.
  • Coca-Cola Consolidated made up 0.03% of SkyOak Wealth's portfolio in Q2 2026, its #241 holding.
  • SkyOak Wealth first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 5 quarters since.
  • SkyOak Wealth's Coca-Cola Consolidated position peaked at $230K in Q3 2024.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.