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

Stratos 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 		$1.13M Sell
5,898
-142
-2% -$24.9K 0.01% 749
2025
Q4 		$926K Buy
6,040
+554
+10% +$81.3K 0.01% 802
2025
Q3 		$643K Buy
5,486
+15
+0.3% +$1.74K 0.01% 920
2025
Q2 		$611K Sell
5,471
-1,299
-19% -$157K 0.01% 856
2025
Q1 		$915K Sell
6,770
-100
-1% -$13.4K 0.01% 691
2024
Q4 		$866K Buy
6,870
+1,590
+30% +$199K 0.01% 745
2024
Q3 		$696K Sell
5,280
-490
-8% -$60K 0.01% 807
2024
Q2 		$627K Buy
5,770
+2,750
+91% +$255K 0.01% 817
2024
Q1 		$256K Sell
3,020
-1,180
-28% -$102K ﹤0.01% 1169
2023
Q4 		$390K Hold
4,200
– – 0.01% 970
2023
Q3 		$267K Sell
4,200
-1,170
-22% -$77.8K 0.01% 1068
2023
Q2 		$342K Sell
5,370
-290
-5% -$17.9K 0.01% 903
2023
Q1 		$303K Sell
5,660
-460
-8% -$23.8K 0.01% 870
2022
Q4 		$314K Sell
6,120
-3,030
-33% -$145K 0.01% 873
2022
Q3 		$377K Sell
9,150
-4,760
-34% -$234K 0.01% 786
2022
Q2 		$785K Buy
13,910
+890
+7% +$46.5K 0.02% 572
2022
Q1 		$647K Buy
13,020
+2,760
+27% +$149K 0.01% 708
2021
Q4 		$636K Buy
10,260
+4,820
+89% +$238K 0.01% 723
2021
Q3 		$215K Buy
+5,440
New +$216K 0.01% 1073
2018
Q4 		– Sell
-1,390
Closed -$25K – 1107
2018
Q3 		$25K Buy
+1,390
New +$22.3K ﹤0.01% 1765
2018
Q2 		– Sell
-1,390
Closed -$24K – 1257
2018
Q1 		$24K Sell
1,390
-750
-35% -$14.3K ﹤0.01% 1946
2017
Q4 		$46K Buy
+2,140
New +$46.6K ﹤0.01% 1550

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

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

Stratos Wealth Partners reduced its Coca-Cola Consolidated (COKE) stake by 2.4% in Q1 2026, selling an estimated $24.9K and leaving 5,898 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #749.

Stratos Wealth Partners first reported a position in COKE in Q4 2017 and has held it in 22 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Stratos Wealth Partners held 5,898 shares of Coca-Cola Consolidated worth $1.13M as of Q1 2026.
  • Stratos Wealth Partners sold 142 Coca-Cola Consolidated shares in Q1 2026, an estimated $24.9K.
  • Coca-Cola Consolidated made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #749 holding.
  • Stratos Wealth Partners first reported a position in Coca-Cola Consolidated in Q4 2017 and has held it in 22 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.