Values First Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Values First 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	$1.07M	Buy	5,575 +138	+3%	+$24.2K	0.56%	56
2025 Q4	$833K	Buy	+5,437	New	+$798K	0.43%	70
2023 Q2	–	Sell	-50	Closed	-$2.75K	–	200
2023 Q1	$2.75K	Buy	+50	New	+$2.58K	﹤0.01%	281

Other funds holding COKE

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Values First Advisors's COKE Position: Q1 2026 in Review

Values First Advisors increased its Coca-Cola Consolidated (COKE) stake by 2.5% in Q1 2026, buying an estimated $24.2K and bringing the position to 5,575 shares worth $1.07M. The position accounts for 0.56% of the portfolio, ranked #56.

Values First Advisors first reported a position in COKE in Q1 2023 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

Values First Advisors held 5,575 shares of Coca-Cola Consolidated worth $1.07M as of Q1 2026.
Values First Advisors bought 138 Coca-Cola Consolidated shares in Q1 2026, an estimated $24.2K.
Coca-Cola Consolidated made up 0.56% of Values First Advisors's portfolio in Q1 2026, its #56 holding.
Values First Advisors first reported a position in Coca-Cola Consolidated in Q1 2023 and has held it in 3 quarters since.
581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.