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TruWealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

TruWealth Advisors’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 		$226K Buy
+1,178
New +$206K 0.01% 166

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

TruWealth Advisors's COKE Position: Q1 2026 in Review

TruWealth Advisors opened a new position in Coca-Cola Consolidated (COKE) in Q1 2026: 1,178 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #166 among its holdings.

581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • TruWealth Advisors held 1,178 shares of Coca-Cola Consolidated worth $226K as of Q1 2026.
  • Coca-Cola Consolidated was a new TruWealth Advisors position in Q1 2026.
  • Coca-Cola Consolidated made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #166 holding.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.