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

Tortoise 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
2025
Q4 		– Sell
-4
Closed -$469 – 471
2025
Q3 		$469 Sell
4
-6
-60% -$695 ﹤0.01% 1187
2025
Q2 		$1.12K Buy
+10
New +$1.21K ﹤0.01% 940

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tortoise Investment Management's COKE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Coca-Cola Consolidated (COKE) in Q4 2025, closing a stake of 4 shares — an estimated $469 sold.

Tortoise Investment Management first reported a position in COKE in Q2 2025 and held it in 2 quarters. The position peaked at $1.12K in Q2 2025. 531 funds tracked by Wall St. Rank hold COKE as of Q4 2025.

  • Tortoise Investment Management reported no remaining Coca-Cola Consolidated position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 4 Coca-Cola Consolidated shares in Q4 2025, an estimated $469.
  • Tortoise Investment Management first reported a position in Coca-Cola Consolidated in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Coca-Cola Consolidated position peaked at $1.12K in Q2 2025.
  • 531 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.