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Strategic Wealth Partners’s Coca-Cola Consolidated COKE Stock Holding History

Strategic Wealth Partners’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 		– Sell
-150
Closed -$23K – 1491
2025
Q4 		$23K Hold
150
– – ﹤0.01% 666
2025
Q3 		$17.6K Hold
150
– – ﹤0.01% 759
2025
Q2 		$16.7K Buy
+150
New +$18.1K ﹤0.01% 690

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Strategic Wealth Partners's COKE Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 150 shares — an estimated $23K sold.

Strategic Wealth Partners first reported a position in COKE in Q2 2025 and held it in 3 quarters. The position peaked at $23K in Q4 2025. 587 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 150 Coca-Cola Consolidated shares in Q1 2026, an estimated $23K.
  • Strategic Wealth Partners first reported a position in Coca-Cola Consolidated in Q2 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's Coca-Cola Consolidated position peaked at $23K in Q4 2025.
  • 587 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.