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Sunbelt Securities’s Coca-Cola Consolidated COKE Stock Holding History

Sunbelt Securities’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 		$281K Buy
1,466
+339
+30% +$59.4K 0.02% 545
2025
Q4 		$173K Buy
1,127
+150
+15% +$22K 0.01% 686
2025
Q3 		$114K Buy
977
+874
+849% +$101K 0.01% 786
2025
Q2 		$130K Sell
103
-1,107
-91% -$134K 0.01% 702
2025
Q1 		$163K Buy
1,210
+180
+17% +$24.2K 0.01% 617
2024
Q4 		$128K Buy
1,030
+100
+11% +$12.5K 0.01% 709
2024
Q3 		$122K Buy
930
+130
+16% +$15.9K 0.01% 713
2024
Q2 		$86.8K Hold
800
– – 0.01% 768
2024
Q1 		$67.7K Sell
800
-140
-15% -$12.1K 0.01% 810
2023
Q4 		$87.3K Buy
940
+200
+27% +$14.5K 0.01% 706
2023
Q3 		$47.1K Buy
740
+370
+100% +$24.6K 0.01% 820
2023
Q2 		$23.5K Buy
+370
New +$22.9K ﹤0.01% 979

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

Sunbelt Securities's COKE Position: Q1 2026 in Review

Sunbelt Securities increased its Coca-Cola Consolidated (COKE) stake by 30% in Q1 2026, buying an estimated $59.4K and bringing the position to 1,466 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #545.

Sunbelt Securities first reported a position in COKE in Q2 2023 and has held it in 12 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Sunbelt Securities held 1,466 shares of Coca-Cola Consolidated worth $281K as of Q1 2026.
  • Sunbelt Securities bought 339 Coca-Cola Consolidated shares in Q1 2026, an estimated $59.4K.
  • Coca-Cola Consolidated made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #545 holding.
  • Sunbelt Securities first reported a position in Coca-Cola Consolidated in Q2 2023 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.