VWA
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VSM Wealth Advisory’s Coca-Cola Consolidated COKE Stock Holding History

VSM Wealth Advisory’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
Q2 		$7.67K Hold
40
– – ﹤0.01% 385
2026
Q1 		$7.7K Hold
40
– – ﹤0.01% 389
2025
Q4 		$6.14K Buy
+40
New +$5.87K ﹤0.01% 364

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

VSM Wealth Advisory's COKE Position: Q2 2026 in Review

VSM Wealth Advisory held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 40 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

VSM Wealth Advisory first reported a position in COKE in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.7K in Q1 2026. 611 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • VSM Wealth Advisory held 40 shares of Coca-Cola Consolidated worth $7.67K as of Q2 2026.
  • VSM Wealth Advisory left its Coca-Cola Consolidated share count unchanged in Q2 2026.
  • Coca-Cola Consolidated made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #385 holding.
  • VSM Wealth Advisory first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 3 quarters since.
  • VSM Wealth Advisory's Coca-Cola Consolidated position peaked at $7.7K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.