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Tevis Investment Management’s Coca-Cola Consolidated COKE Stock Holding History

Tevis Investment Management’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
-3,602
Closed -$422K – 105
2025
Q4 		$422K Hold
3,602
– – 0.25% 87
2025
Q3 		$422K Buy
3,602
+602
+20% +$69.8K 0.25% 87
2025
Q2 		$335K Buy
3,000
+180
+6% +$21.7K 0.21% 92
2025
Q1 		$355K Hold
2,820
– – 0.26% 83
2024
Q4 		$355K Buy
+2,820
New +$353K 0.26% 83
2022
Q3 		– Sell
-6,010
Closed -$338K – 412
2022
Q2 		$338K Sell
6,010
-910
-13% -$47.5K 0.32% 71
2022
Q1 		$336K Buy
+6,920
New +$373K 0.3% 78

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

Tevis Investment Management's COKE Position: Q1 2026 in Review

Tevis Investment Management sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 3,602 shares — an estimated $422K sold.

Tevis Investment Management first reported a position in COKE in Q1 2022 and held it in 7 quarters. The position peaked at $422K in Q4 2025. 587 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Tevis Investment Management reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
  • Tevis Investment Management sold 3,602 Coca-Cola Consolidated shares in Q1 2026, an estimated $422K.
  • Tevis Investment Management first reported a position in Coca-Cola Consolidated in Q1 2022 and held it in 7 quarters.
  • Tevis Investment Management's Coca-Cola Consolidated position peaked at $422K in Q4 2025.
  • 587 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.