USCWA
COKE icon

U.S. Capital Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

U.S. Capital Wealth 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
2025
Q3 		– Sell
-19,000
Closed -$2.12M – 948
2025
Q2 		$2.12M Sell
19,000
-5,900
-24% -$712K 0.06% 285
2025
Q1 		$3.36M Sell
24,900
-1,200
-5% -$161K 0.1% 205
2024
Q4 		$3.29M Buy
+26,100
New +$3.27M 0.1% 204

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

U.S. Capital Wealth Advisors's COKE Position: Q3 2025 in Review

U.S. Capital Wealth Advisors sold out of Coca-Cola Consolidated (COKE) in Q3 2025, closing a stake of 19,000 shares — an estimated $2.12M sold.

U.S. Capital Wealth Advisors first reported a position in COKE in Q4 2024 and held it in 3 quarters. The position peaked at $3.36M in Q1 2025. 457 funds tracked by Wall St. Rank hold COKE as of Q3 2025.

  • U.S. Capital Wealth Advisors reported no remaining Coca-Cola Consolidated position as of Q3 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 19,000 Coca-Cola Consolidated shares in Q3 2025, an estimated $2.12M.
  • U.S. Capital Wealth Advisors first reported a position in Coca-Cola Consolidated in Q4 2024 and held it in 3 quarters.
  • U.S. Capital Wealth Advisors's Coca-Cola Consolidated position peaked at $3.36M in Q1 2025.
  • 457 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.