Spectrum Wealth Counsel’s Coca-Cola Consolidated COKE Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	$1.85M	Buy	+13,720	New	+$1.84M	0.22%	67

Other funds holding COKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Spectrum Wealth Counsel's COKE Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in Coca-Cola Consolidated (COKE) in Q1 2025: 13,720 shares worth $1.85M. The stake represents 0.22% of the portfolio and ranks #67 among its holdings.

466 funds tracked by Wall St. Rank hold COKE as of Q1 2025.

Spectrum Wealth Counsel held 13,720 shares of Coca-Cola Consolidated worth $1.85M as of Q1 2025.
Coca-Cola Consolidated was a new Spectrum Wealth Counsel position in Q1 2025.
Coca-Cola Consolidated made up 0.22% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #67 holding.
466 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.