Superior Planning, LLC’s Coca-Cola Consolidated COKE Stock Holding History

Superior Planning, LLC’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 Q3	$34.6K	Buy	+183	New	+$34.5K	0.01%	487

Other funds holding COKE

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Superior Planning, LLC's COKE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Coca-Cola Consolidated (COKE) in Q3 2026: 183 shares worth $34.6K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings.

448 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

Superior Planning, LLC held 183 shares of Coca-Cola Consolidated worth $34.6K as of Q3 2026.
Coca-Cola Consolidated was a new Superior Planning, LLC position in Q3 2026.
Coca-Cola Consolidated made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #487 holding.
448 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.