Avantax Advisory Services’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
Other funds holding COKE
DT
Avantax Advisory Services's COKE Position: Q2 2025 in Review
Avantax Advisory Services increased its Coca-Cola Consolidated (COKE) stake by 15% in Q2 2025, buying an estimated $43.4K and bringing the position to 2,729 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.
Avantax Advisory Services first reported a position in COKE in Q2 2024 and has held it in 5 quarters since. The position peaked at $319K in Q1 2025. 470 funds tracked by Wall St. Rank hold COKE as of Q2 2025.
- Avantax Advisory Services held 2,729 shares of Coca-Cola Consolidated worth $305K as of Q2 2025.
- Avantax Advisory Services bought 359 Coca-Cola Consolidated shares in Q2 2025, an estimated $43.4K.
- Coca-Cola Consolidated made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1895 holding.
- Avantax Advisory Services first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 5 quarters since.
- Avantax Advisory Services's Coca-Cola Consolidated position peaked at $319K in Q1 2025.
- 470 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.