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USA Financial Formulas’s Coca-Cola Consolidated COKE Stock Holding History

USA Financial Formulas’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 		$383 Sell
2
-1
-33% -$175 ﹤0.01% 412
2025
Q4 		$460 Buy
+3
New +$440 ﹤0.01% 394

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

USA Financial Formulas's COKE Position: Q1 2026 in Review

USA Financial Formulas reduced its Coca-Cola Consolidated (COKE) stake by 33% in Q1 2026, selling an estimated $175 and leaving 2 shares worth $383. The position accounts for ﹤0.01% of the portfolio, ranked #412.

USA Financial Formulas first reported a position in COKE in Q4 2025 and has held it in 2 quarters since. The position peaked at $460 in Q4 2025. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • USA Financial Formulas held 2 shares of Coca-Cola Consolidated worth $383 as of Q1 2026.
  • USA Financial Formulas sold 1 Coca-Cola Consolidated share in Q1 2026, an estimated $175.
  • Coca-Cola Consolidated made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #412 holding.
  • USA Financial Formulas first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 2 quarters since.
  • USA Financial Formulas's Coca-Cola Consolidated position peaked at $460 in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.