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

Axxcess 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	$698K	Buy	+3,656	New	+$681K	0.01%	623
2026 Q1	–	Sell	-2,726	Closed	-$418K	–	496
2025 Q4	$418K	Sell	2,726 -95	-3%	-$13.9K	0.01%	748
2025 Q3	$331K	Buy	2,821 +632	+29%	+$73.2K	0.01%	729
2025 Q2	$244K	Sell	2,189 -161	-7%	-$19.4K	0.01%	781
2025 Q1	$317K	Buy	2,350 +470	+25%	+$63.2K	0.01%	667
2024 Q4	$237K	Buy	1,880 +10	+0.5%	+$1.25K	0.01%	751
2024 Q3	$246K	Buy	+1,870	New	+$229K	0.01%	761
2022 Q3	–	Sell	-12,640	Closed	-$713K	–	557
2022 Q2	$713K	Sell	12,640 -840	-6%	-$43.9K	0.07%	238
2022 Q1	$670K	Buy	+13,480	New	+$726K	0.05%	297

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Axxcess Wealth Management opened a new position in Coca-Cola Consolidated (COKE) in Q2 2026: 3,656 shares worth $698K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in COKE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in COKE in Q1 2022 and has held it in 9 quarters since. The position peaked at $713K in Q2 2022. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Axxcess Wealth Management held 3,656 shares of Coca-Cola Consolidated worth $698K as of Q2 2026.
Coca-Cola Consolidated was a new Axxcess Wealth Management position in Q2 2026.
Coca-Cola Consolidated made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #623 holding.
Axxcess Wealth Management first reported a position in Coca-Cola Consolidated in Q1 2022 and has held it in 9 quarters since.
Axxcess Wealth Management's Coca-Cola Consolidated position peaked at $713K in Q2 2022.
610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.