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

SteelPeak 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 		$227K Buy
1,191
+59
+5% +$11K 0.01% 586
2026
Q1 		$217K Sell
1,132
-368
-25% -$64.5K 0.01% 516
2025
Q4 		$230K Buy
+1,500
New +$220K 0.01% 478
2025
Q2 		– Sell
-1,500
Closed -$203K – 594
2025
Q1 		$203K Buy
+1,500
New +$202K 0.01% 488

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

SteelPeak Wealth's COKE Position: Q2 2026 in Review

SteelPeak Wealth increased its Coca-Cola Consolidated (COKE) stake by 5.2% in Q2 2026, buying an estimated $11K and bringing the position to 1,191 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #586.

SteelPeak Wealth first reported a position in COKE in Q1 2025 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • SteelPeak Wealth held 1,191 shares of Coca-Cola Consolidated worth $227K as of Q2 2026.
  • SteelPeak Wealth bought 59 Coca-Cola Consolidated shares in Q2 2026, an estimated $11K.
  • Coca-Cola Consolidated made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #586 holding.
  • SteelPeak Wealth first reported a position in Coca-Cola Consolidated in Q1 2025 and has held it in 4 quarters since.
  • SteelPeak Wealth's Coca-Cola Consolidated position peaked at $230K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

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