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TFC Financial Management’s Coca-Cola Consolidated COKE Stock Holding History

TFC Financial 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
-546
Closed -$83.7K – 1009
2025
Q4 		$83.7K Buy
546
+2
+0.4% +$293 0.01% 227
2025
Q3 		$63.7K Buy
+544
New +$63K 0.01% 247

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.61T 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

TFC Financial Management's COKE Position: Q1 2026 in Review

TFC Financial Management sold out of Coca-Cola Consolidated (COKE) in Q1 2026, closing a stake of 546 shares — an estimated $83.7K sold.

TFC Financial Management first reported a position in COKE in Q3 2025 and held it in 2 quarters. The position peaked at $83.7K in Q4 2025. 584 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • TFC Financial Management reported no remaining Coca-Cola Consolidated position as of Q1 2026 after selling out during the quarter.
  • TFC Financial Management sold 546 Coca-Cola Consolidated shares in Q1 2026, an estimated $83.7K.
  • TFC Financial Management first reported a position in Coca-Cola Consolidated in Q3 2025 and held it in 2 quarters.
  • TFC Financial Management's Coca-Cola Consolidated position peaked at $83.7K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.