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Westend Capital Management’s Coca-Cola Consolidated COKE Stock Holding History

Westend Capital Management’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 		$11.5K Hold
60
– – ﹤0.01% 151
2025
Q4 		$9.2K Hold
60
– – ﹤0.01% 158
2025
Q3 		$7.03K Hold
60
– – ﹤0.01% 163
2025
Q2 		$6.7K Hold
60
– – ﹤0.01% 149
2025
Q1 		$8.1K Hold
60
– – ﹤0.01% 126
2024
Q4 		$7.56K Hold
60
– – ﹤0.01% 138
2024
Q3 		$7.9K Hold
60
– – ﹤0.01% 142
2024
Q2 		$6.66K Hold
60
– – ﹤0.01% 124
2024
Q1 		$5.08K Buy
+60
New +$5.17K ﹤0.01% 163

Other funds holding COKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Westend Capital Management's COKE Position: Q1 2026 in Review

Westend Capital Management held its Coca-Cola Consolidated (COKE) position steady in Q1 2026 at 60 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

Westend Capital Management first reported a position in COKE in Q1 2024 and has held it in 9 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • Westend Capital Management held 60 shares of Coca-Cola Consolidated worth $11.5K as of Q1 2026.
  • Westend Capital Management left its Coca-Cola Consolidated share count unchanged in Q1 2026.
  • Coca-Cola Consolidated made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #151 holding.
  • Westend Capital Management first reported a position in Coca-Cola Consolidated in Q1 2024 and has held it in 9 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.