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Able Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Able Wealth Management’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 		$243K Buy
+1,251
New +$236K 0.05% 134

Other funds holding COKE

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Able Wealth Management's COKE Position: Q3 2026 in Review

Able Wealth Management opened a new position in Coca-Cola Consolidated (COKE) in Q3 2026: 1,251 shares worth $243K. The stake represents 0.05% of the portfolio and ranks #134 among its holdings.

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

  • Able Wealth Management held 1,251 shares of Coca-Cola Consolidated worth $243K as of Q3 2026.
  • Coca-Cola Consolidated was a new Able Wealth Management position in Q3 2026.
  • Coca-Cola Consolidated made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #134 holding.
  • 24 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.