Steward Partners Investment Advisory’s Coca-Cola Consolidated COKE Stock Holding History

Steward Partners Investment Advisory’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 Q1	$13.6K	Sell	71 -229	-76%	-$40.1K	﹤0.01%	3416
2025 Q4	$46K	Hold	300	–	–	﹤0.01%	2716
2025 Q3	$35.1K	Hold	300	–	–	﹤0.01%	2786
2025 Q2	$33.5K	Hold	300	–	–	﹤0.01%	2674
2025 Q1	$40.5K	Sell	300 -40	-12%	-$5.38K	﹤0.01%	2492
2024 Q4	$42.8K	Buy	340 +20	+6%	+$2.5K	﹤0.01%	2421
2024 Q3	$42.1K	Hold	320	–	–	﹤0.01%	2319
2024 Q2	$34.7K	Buy	+320	New	+$29.6K	﹤0.01%	2277
2021 Q2	–	Sell	-1,250	Closed	-$36.1K	–	7146
2021 Q1	$36.1K	Buy	+1,250	New	+$34.4K	﹤0.01%	2161

Other funds holding COKE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Steward Partners Investment Advisory's COKE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Coca-Cola Consolidated (COKE) stake by 76% in Q1 2026, selling an estimated $40.1K and leaving 71 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

Steward Partners Investment Advisory first reported a position in COKE in Q1 2021 and has held it in 9 quarters since. The position peaked at $46K in Q4 2025. 584 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Steward Partners Investment Advisory held 71 shares of Coca-Cola Consolidated worth $13.6K as of Q1 2026.
Steward Partners Investment Advisory sold 229 Coca-Cola Consolidated shares in Q1 2026, an estimated $40.1K.
Coca-Cola Consolidated made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3416 holding.
Steward Partners Investment Advisory first reported a position in Coca-Cola Consolidated in Q1 2021 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Coca-Cola Consolidated position peaked at $46K in Q4 2025.
584 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.