Zhang Financial’s Coca-Cola Consolidated COKE Stock Holding History

Zhang Financial’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	$359K	Hold	1,880	–	–	0.01%	308
2026 Q1	$360K	Sell	1,880 -120	-6%	-$21K	0.01%	285
2025 Q4	$307K	Hold	2,000	–	–	0.01%	269
2025 Q3	$234K	Hold	2,000	–	–	0.01%	292
2025 Q2	$223K	Hold	2,000	–	–	0.01%	274
2025 Q1	$270K	Hold	2,000	–	–	0.01%	257
2024 Q4	$252K	Hold	2,000	–	–	0.01%	253
2024 Q3	$263K	Hold	2,000	–	–	0.02%	241
2024 Q2	$217K	Buy	+2,000	New	+$185K	0.02%	253

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Zhang Financial's COKE Position: Q2 2026 in Review

Zhang Financial held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 1,880 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #308.

Zhang Financial first reported a position in COKE in Q2 2024 and has held it in 9 quarters since. The position peaked at $360K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Zhang Financial held 1,880 shares of Coca-Cola Consolidated worth $359K as of Q2 2026.
Zhang Financial left its Coca-Cola Consolidated share count unchanged in Q2 2026.
Coca-Cola Consolidated made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #308 holding.
Zhang Financial first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 9 quarters since.
Zhang Financial's Coca-Cola Consolidated position peaked at $360K in Q1 2026.
610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.