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TrueMark Investments’s Coca-Cola Consolidated COKE Stock Holding History

TrueMark Investments’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
Q3 		– Sell
-45,160
Closed -$5.04M – 204
2025
Q2 		$5.04M Buy
+45,160
New +$5.45M 1.09% 24
2025
Q1 		– Sell
-2,350
Closed -$296K – 210
2024
Q4 		$296K Sell
2,350
-1,890
-45% -$237K 0.09% 123
2024
Q3 		$558K Sell
4,240
-5,780
-58% -$708K 0.18% 117
2024
Q2 		$1.09M Buy
+10,020
New +$927K 0.37% 92

Other funds holding COKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TrueMark Investments's COKE Position: Q3 2025 in Review

TrueMark Investments sold out of Coca-Cola Consolidated (COKE) in Q3 2025, closing a stake of 45,160 shares — an estimated $5.04M sold.

TrueMark Investments first reported a position in COKE in Q2 2024 and held it in 4 quarters. The position peaked at $5.04M in Q2 2025. 457 funds tracked by Wall St. Rank hold COKE as of Q3 2025.

  • TrueMark Investments reported no remaining Coca-Cola Consolidated position as of Q3 2025 after selling out during the quarter.
  • TrueMark Investments sold 45,160 Coca-Cola Consolidated shares in Q3 2025, an estimated $5.04M.
  • TrueMark Investments first reported a position in Coca-Cola Consolidated in Q2 2024 and held it in 4 quarters.
  • TrueMark Investments's Coca-Cola Consolidated position peaked at $5.04M in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2025.

Based on TrueMark Investments's 13F filing for Q3 2025, filed 30 Oct 2025.