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

Accel 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
Q2 		$473K Hold
2,476
– – 0.11% 165
2026
Q1 		$475K Buy
2,476
+168
+7% +$29.4K 0.12% 157
2025
Q4 		$354K Hold
2,308
– – 0.1% 188
2025
Q3 		$270K Sell
2,308
-101
-4% -$11.7K 0.08% 219
2025
Q2 		$269K Sell
2,409
-111
-4% -$13.4K 0.09% 205
2025
Q1 		$340K Hold
2,520
– – 0.12% 174
2024
Q4 		$318K Hold
2,520
– – 0.12% 178
2024
Q3 		$332K Buy
2,520
+120
+5% +$14.7K 0.12% 174
2024
Q2 		$260K Buy
+2,400
New +$222K 0.1% 183
2024
Q1 		– Sell
-2,180
Closed -$202K – 229
2023
Q4 		$202K Buy
+2,180
New +$158K 0.1% 186
2023
Q2 		– Sell
-1,250
Closed -$66.9K – 296
2023
Q1 		$66.9K Hold
1,250
– – 0.03% 414
2022
Q4 		$64K Hold
1,250
– – 0.03% 319
2022
Q3 		$55K Hold
1,250
– – 0.03% 345
2022
Q2 		$63K Hold
1,250
– – 0.04% 310
2022
Q1 		$64K Hold
1,250
– – 0.03% 321
2021
Q4 		$77K Hold
1,250
– – 0.04% 306
2021
Q3 		$49K Buy
1,250
+250
+25% +$9.95K 0.03% 326
2021
Q2 		$40K Hold
1,000
– – 0.03% 380
2021
Q1 		$29K Hold
1,000
– – 0.02% 421
2020
Q4 		$27K Buy
+1,000
New +$25.4K 0.03% 422

Other funds holding COKE

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Accel Wealth Management's COKE Position: Q2 2026 in Review

Accel Wealth Management held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 2,476 shares worth $473K. The position accounts for 0.11% of the portfolio, ranked #165.

Accel Wealth Management first reported a position in COKE in Q4 2020 and has held it in 20 quarters since. The position peaked at $475K in Q1 2026. 78 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Accel Wealth Management held 2,476 shares of Coca-Cola Consolidated worth $473K as of Q2 2026.
  • Accel Wealth Management left its Coca-Cola Consolidated share count unchanged in Q2 2026.
  • Coca-Cola Consolidated made up 0.11% of Accel Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Accel Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2020 and has held it in 20 quarters since.
  • Accel Wealth Management's Coca-Cola Consolidated position peaked at $475K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.