UMB Bank’s Coca-Cola Consolidated COKE Stock Holding History

UMB Bank’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	$183K	Buy	955 +4	+0.4%	+$701	﹤0.01%	721
2025 Q4	$146K	Buy	951 +78	+9%	+$11.4K	﹤0.01%	783
2025 Q3	$102K	Buy	873 +213	+32%	+$24.7K	﹤0.01%	856
2025 Q2	$73.7K	Sell	660 -210	-24%	-$25.4K	﹤0.01%	955
2025 Q1	$117K	Buy	870 +360	+71%	+$48.4K	﹤0.01%	717
2024 Q4	$64.3K	Buy	510 +70	+16%	+$8.76K	﹤0.01%	816
2024 Q3	$57.9K	Buy	440 +130	+42%	+$15.9K	﹤0.01%	827
2024 Q2	$33.6K	Sell	310 -410	-57%	-$37.9K	﹤0.01%	920
2024 Q1	$60.9K	Buy	720 +20	+3%	+$1.72K	﹤0.01%	799
2023 Q4	$65K	Sell	700 -410	-37%	-$29.7K	﹤0.01%	788
2023 Q3	$70.6K	Sell	1,110 -60	-5%	-$3.99K	﹤0.01%	755
2023 Q2	$74.4K	Hold	1,170	–	–	﹤0.01%	755
2023 Q1	$62.6K	Hold	1,170	–	–	﹤0.01%	789
2022 Q4	$60K	Hold	1,170	–	–	﹤0.01%	800
2022 Q3	$48K	Hold	1,170	–	–	﹤0.01%	878
2022 Q2	$66K	Sell	1,170 -350	-23%	-$18.3K	﹤0.01%	834
2022 Q1	$76K	Hold	1,520	–	–	﹤0.01%	836
2021 Q4	$94K	Buy	+1,520	New	+$75K	﹤0.01%	814

Other funds holding COKE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 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