Wealthspire Advisors (New York)
COKE icon

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
Q2 		$250K Sell
1,310
-129
-9% -$24K ﹤0.01% 1066
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
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diversified Trust
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

Wealthspire Advisors (New York)'s COKE Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Coca-Cola Consolidated (COKE) stake by 9% in Q2 2026, selling an estimated $24K and leaving 1,310 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Wealthspire Advisors (New York) first reported a position in COKE in Q3 2025 and has held it in 3 quarters since. The position peaked at $276K in Q1 2026. 612 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Wealthspire Advisors (New York) held 1,310 shares of Coca-Cola Consolidated worth $250K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 129 Coca-Cola Consolidated shares in Q2 2026, an estimated $24K.
  • Coca-Cola Consolidated made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1066 holding.
  • Wealthspire Advisors (New York) first reported a position in Coca-Cola Consolidated in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s Coca-Cola Consolidated position peaked at $276K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.