Wayfinding Financial’s Coca-Cola Consolidated COKE Stock Holding History

Wayfinding Financial’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
2025 Q2	–	Sell	-340	Closed	-$46K	–	262
2025 Q1	$46K	Buy	+340	New	+$45.7K	0.02%	382

Other funds holding COKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Wayfinding Financial's COKE Position: Q2 2025 in Review

Wayfinding Financial sold out of Coca-Cola Consolidated (COKE) in Q2 2025, closing a stake of 340 shares — an estimated $46K sold.

Wayfinding Financial first reported a position in COKE in Q1 2025 and held it in 1 quarter. The position peaked at $46K in Q1 2025. 470 funds tracked by Wall St. Rank hold COKE as of Q2 2025.

Wayfinding Financial reported no remaining Coca-Cola Consolidated position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 340 Coca-Cola Consolidated shares in Q2 2025, an estimated $46K.
Wayfinding Financial first reported a position in Coca-Cola Consolidated in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Coca-Cola Consolidated position peaked at $46K in Q1 2025.
470 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.