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Wealthspire Advisors (New York)’s Coca-Cola Consolidated COKE Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$276K Buy
+1,439
New +$252K ﹤0.01% 752
2025
Q4 		– Sell
-633
Closed -$74.2K – 1400
2025
Q3 		$74.2K Buy
+633
New +$73.3K ﹤0.01% 1104

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s COKE Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Coca-Cola Consolidated (COKE) in Q1 2026: 1,439 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in COKE as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in COKE in Q3 2025 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,439 shares of Coca-Cola Consolidated worth $276K as of Q1 2026.
  • Coca-Cola Consolidated was a new Wealthspire Advisors (New York) position in Q1 2026.
  • Coca-Cola Consolidated made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #752 holding.
  • Wealthspire Advisors (New York) first reported a position in Coca-Cola Consolidated in Q3 2025 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.