Stifel Financial
COKE icon

Stifel Financial’s Coca-Cola Consolidated COKE Stock Holding History

Stifel Financial’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 		$2.13M Buy
11,095
+7,548
+213% +$1.32M ﹤0.01% 1920
2025
Q4 		$544K Sell
3,547
-1,068
-23% -$157K ﹤0.01% 2809
2025
Q3 		$541K Sell
4,615
-745
-14% -$86.3K ﹤0.01% 2763
2025
Q2 		$599K Sell
5,360
-10,290
-66% -$1.24M ﹤0.01% 2663
2025
Q1 		$2.12M Sell
15,650
-120
-0.8% -$16.1K ﹤0.01% 1728
2024
Q4 		$2M Buy
15,770
+430
+3% +$53.8K ﹤0.01% 1778
2024
Q3 		$2.03M Buy
15,340
+1,120
+8% +$137K ﹤0.01% 1768
2024
Q2 		$1.55M Buy
14,220
+250
+2% +$23.1K ﹤0.01% 1901
2024
Q1 		$1.19M Buy
13,970
+510
+4% +$44K ﹤0.01% 2076
2023
Q4 		$1.25M Buy
13,460
+1,570
+13% +$114K ﹤0.01% 1999
2023
Q3 		$757K Buy
+11,890
New +$790K ﹤0.01% 2240
2022
Q3 		– Sell
-3,570
Closed -$201K – 3300
2022
Q2 		$201K Buy
+3,570
New +$186K ﹤0.01% 2998

Other funds holding COKE

BlackRock
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stifel Financial's COKE Position: Q1 2026 in Review

Stifel Financial increased its Coca-Cola Consolidated (COKE) stake by 213% in Q1 2026, buying an estimated $1.32M and bringing the position to 11,095 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Stifel Financial first reported a position in COKE in Q2 2022 and has held it in 12 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Stifel Financial held 11,095 shares of Coca-Cola Consolidated worth $2.13M as of Q1 2026.
  • Stifel Financial bought 7,548 Coca-Cola Consolidated shares in Q1 2026, an estimated $1.32M.
  • Coca-Cola Consolidated made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1920 holding.
  • Stifel Financial first reported a position in Coca-Cola Consolidated in Q2 2022 and has held it in 12 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.