Jeremy Grantham's COKE Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 120,800 shares of Coca-Cola Consolidated, Inc. (COKE) worth $23.06 M, representing 0.05% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in COKE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 53,797 shares. Largest reduction occurred in Q2 2026, reducing 1,418 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Coca-Cola Consolidated (COKE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Coca-Cola Consolidated (COKE) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -1,418 | Reduce 1.16% | 120,800 | $190.92 |
| Q1 2026 | +53,797 | Add 78.63% | 122,218 | $191.74 |
| Q4 2025 | +68,421 | New Buy | 68,421 | $153.30 |
Jeremy Grantham's Coca-Cola Consolidated Investment FAQs
Jeremy Grantham first purchased Coca-Cola Consolidated, Inc. (COKE) in Q4 2025, acquiring 68,421 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Coca-Cola Consolidated, Inc. (COKE) for 3 quarters since Q4 2025.
Jeremy Grantham's largest addition to Coca-Cola Consolidated, Inc. (COKE) was in Q4 2025, adding 68,421 shares worth $10.49 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 120,800 shares of Coca-Cola Consolidated, Inc. (COKE), valued at approximately $23.06 M.
As of the Q2 2026 filing, Coca-Cola Consolidated, Inc. (COKE) represents approximately 0.05% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Coca-Cola Consolidated, Inc. (COKE) was 122,218 shares, as reported at the end of Q1 2026.