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Waddell & Associates’s Coca-Cola Consolidated COKE Stock Holding History

Waddell & Associates’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 		$344K Buy
1,803
+603
+50% +$112K 0.02% 363
2026
Q1 		$230K Buy
+1,200
New +$210K 0.01% 393

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

Waddell & Associates's COKE Position: Q2 2026 in Review

Waddell & Associates increased its Coca-Cola Consolidated (COKE) stake by 50% in Q2 2026, buying an estimated $112K and bringing the position to 1,803 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #363.

Waddell & Associates first reported a position in COKE in Q1 2026 and has held it in 2 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Waddell & Associates held 1,803 shares of Coca-Cola Consolidated worth $344K as of Q2 2026.
  • Waddell & Associates bought 603 Coca-Cola Consolidated shares in Q2 2026, an estimated $112K.
  • Coca-Cola Consolidated made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #363 holding.
  • Waddell & Associates first reported a position in Coca-Cola Consolidated in Q1 2026 and has held it in 2 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.