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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
Q2 		– Sell
-60
Closed -$11.5K – 258
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 $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
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

Westend Capital Management's COKE Position: Q2 2026 in Review

Westend Capital Management sold out of Coca-Cola Consolidated (COKE) in Q2 2026, closing a stake of 60 shares — an estimated $11.5K sold.

Westend Capital Management first reported a position in COKE in Q1 2024 and held it in 9 quarters. The position peaked at $11.5K in Q1 2026. 612 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Westend Capital Management reported no remaining Coca-Cola Consolidated position as of Q2 2026 after selling out during the quarter.
  • Westend Capital Management sold 60 Coca-Cola Consolidated shares in Q2 2026, an estimated $11.5K.
  • Westend Capital Management first reported a position in Coca-Cola Consolidated in Q1 2024 and held it in 9 quarters.
  • Westend Capital Management's Coca-Cola Consolidated position peaked at $11.5K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.