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Towercrest Capital Management’s Coca-Cola Consolidated COKE Stock Holding History

Towercrest Capital 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 		$703K Hold
9,240
– – 0.11% 61
2025
Q4 		$646K Buy
9,240
+100
+1% +$14.7K 0.1% 63
2025
Q3 		$606K Buy
9,140
+606
+7% +$70.2K 0.1% 66
2025
Q2 		$604K Sell
8,534
-76,806
-90% -$9.28M 0.11% 61
2025
Q1 		$611K Hold
85,340
– – 0.12% 59
2024
Q4 		$531K Hold
85,340
– – 0.09% 67
2024
Q3 		$613K Hold
85,340
– – 0.1% 62
2024
Q2 		$543K Sell
85,340
-350
-0.4% -$32.4K 0.09% 67
2024
Q1 		$524K Hold
85,690
– – 0.09% 69
2023
Q4 		$505K Buy
85,690
+630
+0.7% +$45.6K 0.09% 65
2023
Q3 		$476K Hold
85,060
– – 0.09% 63
2023
Q2 		$512K Buy
85,060
+350
+0.4% +$21.6K 0.1% 63
2023
Q1 		$525K Sell
84,710
-3,100
-4% -$160K 0.11% 59
2022
Q4 		$559K Hold
87,810
– – 0.12% 55
2022
Q3 		$492K Hold
87,810
– – 0.12% 56
2022
Q2 		$552K Hold
87,810
– – 0.12% 56
2022
Q1 		$544K Buy
87,810
+3,100
+4% +$167K 0.11% 59
2021
Q4 		$502K Sell
84,710
-650
-0.8% -$32.1K 0.09% 62
2021
Q3 		$448K Buy
85,360
+650
+0.8% +$25.9K 0.08% 65
2021
Q2 		$458K Hold
84,710
– – 0.09% 62
2021
Q1 		$447K Hold
84,710
– – 0.1% 61
2020
Q4 		$465K Hold
84,710
– – 0.1% 59
2020
Q3 		$418K Hold
84,710
– – 0.1% 55
2020
Q2 		$378K Buy
84,710
+880
+1% +$20.6K 0.1% 58
2020
Q1 		$371K Buy
83,830
+4,770
+6% +$119K 0.11% 55
2019
Q4 		$438K Hold
79,060
– – 0.11% 55
2019
Q3 		$430K Sell
79,060
-4,800
-6% -$150K 0.12% 54
2019
Q2 		$427K Buy
+83,860
New +$2.63M 0.12% 54

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

Towercrest Capital Management's COKE Position: Q1 2026 in Review

Towercrest Capital Management held its Coca-Cola Consolidated (COKE) position steady in Q1 2026 at 9,240 shares worth $703K. The position accounts for 0.11% of the portfolio, ranked #61.

Towercrest Capital Management first reported a position in COKE in Q2 2019 and has held it in 28 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Towercrest Capital Management held 9,240 shares of Coca-Cola Consolidated worth $703K as of Q1 2026.
  • Towercrest Capital Management left its Coca-Cola Consolidated share count unchanged in Q1 2026.
  • Coca-Cola Consolidated made up 0.11% of Towercrest Capital Management's portfolio in Q1 2026, its #61 holding.
  • Towercrest Capital Management first reported a position in Coca-Cola Consolidated in Q2 2019 and has held it in 28 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.