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Wealth Preservation Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Wealth Preservation 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 		– Sell
-485
Closed -$93K – 258
2026
Q1 		$93K Sell
485
-188
-28% -$32.9K 0.08% 108
2025
Q4 		$103K Sell
673
-200
-23% -$29.3K 0.05% 138
2025
Q3 		$102K Buy
+873
New +$101K 0.06% 131

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

Wealth Preservation Advisors's COKE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Coca-Cola Consolidated (COKE) in Q2 2026, closing a stake of 485 shares — an estimated $93K sold.

Wealth Preservation Advisors first reported a position in COKE in Q3 2025 and held it in 3 quarters. The position peaked at $103K in Q4 2025. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Coca-Cola Consolidated position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 485 Coca-Cola Consolidated shares in Q2 2026, an estimated $93K.
  • Wealth Preservation Advisors first reported a position in Coca-Cola Consolidated in Q3 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's Coca-Cola Consolidated position peaked at $103K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.