CIM
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Contravisory Investment Management’s Coca-Cola Consolidated COKE Stock Holding History

Contravisory Investment 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 		$9.27K Sell
49
-48
-49% -$9.05K ﹤0.01% 343
2026
Q2 		$18.5K Hold
97
– – ﹤0.01% 313
2026
Q1 		$18.6K Buy
+97
New +$17K ﹤0.01% 301

Other funds holding COKE

KA
Kintegral Advisory New York $1.27B AUM 34.34% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
KLCM
KG&L Capital Management Saint Francisville, Louisiana $163M AUM 24.41% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Contravisory Investment Management's COKE Position: Q3 2026 in Review

Contravisory Investment Management reduced its Coca-Cola Consolidated (COKE) stake by 49% in Q3 2026, selling an estimated $9.05K and leaving 49 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Contravisory Investment Management first reported a position in COKE in Q1 2026 and has held it in 3 quarters since. The position peaked at $18.6K in Q1 2026. 61 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • Contravisory Investment Management held 49 shares of Coca-Cola Consolidated worth $9.27K as of Q3 2026.
  • Contravisory Investment Management sold 48 Coca-Cola Consolidated shares in Q3 2026, an estimated $9.05K.
  • Coca-Cola Consolidated made up ﹤0.01% of Contravisory Investment Management's portfolio in Q3 2026, its #343 holding.
  • Contravisory Investment Management first reported a position in Coca-Cola Consolidated in Q1 2026 and has held it in 3 quarters since.
  • Contravisory Investment Management's Coca-Cola Consolidated position peaked at $18.6K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Contravisory Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.