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Sound Income Strategies’s Coca-Cola Consolidated COKE Stock Holding History

Sound Income Strategies’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 		– Sell
-101
Closed -$20.3K – 849
2026
Q1 		$20.3K Hold
101
– – ﹤0.01% 1174
2025
Q4 		$15.3K Sell
101
-300
-75% -$44K ﹤0.01% 1265
2025
Q3 		$49.4K Sell
401
-1
-0.2% -$116 ﹤0.01% 554
2025
Q2 		$44.9K Buy
402
+2
+0.5% +$242 ﹤0.01% 550
2025
Q1 		$54.3K Sell
400
-330
-45% -$44.4K ﹤0.01% 488
2024
Q4 		$92.2K Buy
730
+430
+143% +$53.8K 0.01% 364
2024
Q3 		$39.8K Hold
300
– – ﹤0.01% 495
2024
Q2 		$32.8K Hold
300
– – ﹤0.01% 522
2024
Q1 		$25.5K Hold
300
– – ﹤0.01% 554
2023
Q4 		$27.9K Hold
300
– – ﹤0.01% 518
2023
Q3 		$19.1K Sell
300
-50
-14% -$3.32K ﹤0.01% 450
2023
Q2 		$22.3K Buy
350
+50
+17% +$3.09K ﹤0.01% 413
2023
Q1 		$16.1K Hold
300
– – ﹤0.01% 451
2022
Q4 		$15.4K Hold
300
– – ﹤0.01% 437
2022
Q3 		$12K Hold
300
– – ﹤0.01% 427
2022
Q2 		$17K Hold
300
– – ﹤0.01% 374
2022
Q1 		$15K Hold
300
– – ﹤0.01% 396
2021
Q4 		$19K Hold
300
– – ﹤0.01% 374
2021
Q3 		$12K Hold
300
– – ﹤0.01% 423
2021
Q2 		$12K Hold
300
– – ﹤0.01% 435
2021
Q1 		$8.66K Hold
300
– – ﹤0.01% 522
2020
Q4 		$8K Hold
300
– – ﹤0.01% 494
2020
Q3 		$7K Hold
300
– – ﹤0.01% 477
2020
Q2 		$7K Hold
300
– – ﹤0.01% 451
2020
Q1 		$6K Buy
+300
New +$7.48K ﹤0.01% 415

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sound Income Strategies's COKE Position: Q2 2026 in Review

Sound Income Strategies sold out of Coca-Cola Consolidated (COKE) in Q2 2026, closing a stake of 101 shares — an estimated $20.3K sold.

Sound Income Strategies first reported a position in COKE in Q1 2020 and held it in 25 quarters. The position peaked at $92.2K in Q4 2024. 414 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Sound Income Strategies reported no remaining Coca-Cola Consolidated position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 101 Coca-Cola Consolidated shares in Q2 2026, an estimated $20.3K.
  • Sound Income Strategies first reported a position in Coca-Cola Consolidated in Q1 2020 and held it in 25 quarters.
  • Sound Income Strategies's Coca-Cola Consolidated position peaked at $92.2K in Q4 2024.
  • 414 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.