VELA Investment Management’s Coca-Cola Consolidated COKE Stock Holding History

VELA Investment Management’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	$1.89M	Sell	9,874 -17,944	-65%	-$3.14M	0.43%	74
2025 Q4	$4.26M	Sell	27,818 -2,489	-8%	-$365K	1%	30
2025 Q3	$3.55M	Sell	30,307 -9,428	-24%	-$1.09M	0.87%	34
2025 Q2	$4.44M	Buy	39,735 +235	+0.6%	+$28.4K	1.2%	22
2025 Q1	$5.33M	Sell	39,500 -60	-0.2%	-$8.06K	1.67%	12
2024 Q4	$4.98M	Buy	39,560 +3,240	+9%	+$406K	1.39%	13
2024 Q3	$4.78M	Sell	36,320 -4,560	-11%	-$559K	1.48%	14
2024 Q2	$4.44M	Buy	+40,880	New	+$3.78M	1.38%	15

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

VELA Investment Management's COKE Position: Q1 2026 in Review

VELA Investment Management reduced its Coca-Cola Consolidated (COKE) stake by 65% in Q1 2026, selling an estimated $3.14M and leaving 9,874 shares worth $1.89M. The position accounts for 0.43% of the portfolio, ranked #74.

VELA Investment Management first reported a position in COKE in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.33M in Q1 2025. 583 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

VELA Investment Management held 9,874 shares of Coca-Cola Consolidated worth $1.89M as of Q1 2026.
VELA Investment Management sold 17,944 Coca-Cola Consolidated shares in Q1 2026, an estimated $3.14M.
Coca-Cola Consolidated made up 0.43% of VELA Investment Management's portfolio in Q1 2026, its #74 holding.
VELA Investment Management first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 8 quarters since.
VELA Investment Management's Coca-Cola Consolidated position peaked at $5.33M in Q1 2025.
583 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.