Accel Wealth Management
COKE icon

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
Q3 		$453K Sell
2,391
-85
-3% -$16K 0.1% 170
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% +$9.9K 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

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Accel Wealth Management reduced its Coca-Cola Consolidated (COKE) stake by 3.4% in Q3 2026, selling an estimated $16K and leaving 2,391 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #170.

Accel Wealth Management first reported a position in COKE in Q4 2020 and has held it in 21 quarters since. The position peaked at $475K in Q1 2026. 375 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • Accel Wealth Management held 2,391 shares of Coca-Cola Consolidated worth $453K as of Q3 2026.
  • Accel Wealth Management sold 85 Coca-Cola Consolidated shares in Q3 2026, an estimated $16K.
  • Coca-Cola Consolidated made up 0.1% of Accel Wealth Management's portfolio in Q3 2026, its #170 holding.
  • Accel Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2020 and has held it in 21 quarters since.
  • Accel Wealth Management's Coca-Cola Consolidated position peaked at $475K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

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