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Waverly Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Waverly 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
Q2 		$495K Buy
2,592
+1,130
+77% +$210K ﹤0.01% 1179
2026
Q1 		$280K Buy
+1,462
New +$256K ﹤0.01% 1330

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

Waverly Advisors's COKE Position: Q2 2026 in Review

Waverly Advisors increased its Coca-Cola Consolidated (COKE) stake by 77% in Q2 2026, buying an estimated $210K and bringing the position to 2,592 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Waverly Advisors 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.

  • Waverly Advisors held 2,592 shares of Coca-Cola Consolidated worth $495K as of Q2 2026.
  • Waverly Advisors bought 1,130 Coca-Cola Consolidated shares in Q2 2026, an estimated $210K.
  • Coca-Cola Consolidated made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1179 holding.
  • Waverly Advisors 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.