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William Mack & Associates’s Coca-Cola Consolidated COKE Stock Holding History

William Mack & Associates’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 		$971K Buy
5,086
+8
+0.2% +$1.49K 0.34% 32
2026
Q1 		$974K Hold
5,078
– – 0.56% 22
2025
Q4 		$779K Buy
5,078
+9
+0.2% +$1.32K 0.37% 30
2025
Q3 		$594K Buy
5,069
+11
+0.2% +$1.27K 0.32% 37
2025
Q2 		$565K Buy
+5,058
New +$611K 0.36% 38

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

William Mack & Associates's COKE Position: Q2 2026 in Review

William Mack & Associates increased its Coca-Cola Consolidated (COKE) stake by 0.16% in Q2 2026, buying an estimated $1.49K and bringing the position to 5,086 shares worth $971K. The position accounts for 0.34% of the portfolio, ranked #32.

William Mack & Associates first reported a position in COKE in Q2 2025 and has held it in 5 quarters since. The position peaked at $974K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • William Mack & Associates held 5,086 shares of Coca-Cola Consolidated worth $971K as of Q2 2026.
  • William Mack & Associates bought 8 Coca-Cola Consolidated shares in Q2 2026, an estimated $1.49K.
  • Coca-Cola Consolidated made up 0.34% of William Mack & Associates's portfolio in Q2 2026, its #32 holding.
  • William Mack & Associates first reported a position in Coca-Cola Consolidated in Q2 2025 and has held it in 5 quarters since.
  • William Mack & Associates's Coca-Cola Consolidated position peaked at $974K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.