Burney Company’s Coca-Cola Consolidated COKE Stock Holding History

Burney Company’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	$1.66M	Buy	+8,766	New	+$1.65M	0.05%	258

Other funds holding COKE

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KLCM

KG&L Capital Management Saint Francisville, Louisiana $163M AUM 24.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Burney Company's COKE Position: Q3 2026 in Review

Burney Company opened a new position in Coca-Cola Consolidated (COKE) in Q3 2026: 8,766 shares worth $1.66M. The stake represents 0.05% of the portfolio and ranks #258 among its holdings.

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

Burney Company held 8,766 shares of Coca-Cola Consolidated worth $1.66M as of Q3 2026.
Coca-Cola Consolidated was a new Burney Company position in Q3 2026.
Coca-Cola Consolidated made up 0.05% of Burney Company's portfolio in Q3 2026, its #258 holding.
51 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.