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United Capital Financial Advisors’s Coca-Cola Consolidated COKE Stock Holding History

United Capital Financial 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 		$444K Buy
2,315
+440
+23% +$77.1K ﹤0.01% 1124
2025
Q4 		$287K Buy
+1,875
New +$275K ﹤0.01% 1184

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 $113B AUM 38.87% 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

United Capital Financial Advisors's COKE Position: Q1 2026 in Review

United Capital Financial Advisors increased its Coca-Cola Consolidated (COKE) stake by 23% in Q1 2026, buying an estimated $77.1K and bringing the position to 2,315 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

United Capital Financial Advisors first reported a position in COKE in Q4 2025 and has held it in 2 quarters since. 583 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • United Capital Financial Advisors held 2,315 shares of Coca-Cola Consolidated worth $444K as of Q1 2026.
  • United Capital Financial Advisors bought 440 Coca-Cola Consolidated shares in Q1 2026, an estimated $77.1K.
  • Coca-Cola Consolidated made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1124 holding.
  • United Capital Financial Advisors first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 2 quarters since.
  • 583 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.