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World Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History

World Investment Advisors’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 		$856K Sell
4,466
-89
-2% -$15.6K 0.01% 768
2025
Q4 		$698K Buy
4,555
+1,212
+36% +$178K 0.01% 810
2025
Q3 		$392K Buy
3,343
+1,034
+45% +$120K 0.01% 889
2025
Q2 		$258K Buy
+2,309
New +$279K 0.01% 988

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

World Investment Advisors's COKE Position: Q1 2026 in Review

World Investment Advisors reduced its Coca-Cola Consolidated (COKE) stake by 2% in Q1 2026, selling an estimated $15.6K and leaving 4,466 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #768.

World Investment Advisors first reported a position in COKE in Q2 2025 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.

  • World Investment Advisors held 4,466 shares of Coca-Cola Consolidated worth $856K as of Q1 2026.
  • World Investment Advisors sold 89 Coca-Cola Consolidated shares in Q1 2026, an estimated $15.6K.
  • Coca-Cola Consolidated made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #768 holding.
  • World Investment Advisors first reported a position in Coca-Cola Consolidated in Q2 2025 and has held it in 4 quarters since.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.