CX Institutional
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CX Institutional’s Coca-Cola Consolidated COKE Stock Holding History

CX Institutional’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 		$35K Buy
187
+103
+123% +$19.4K ﹤0.01% 1089
2026
Q2 		$16K Buy
+84
New +$15.6K ﹤0.01% 1214

Other funds holding COKE

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Kintegral Advisory
Kintegral Advisory New York $1.27B AUM 34.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional's COKE Position: Q3 2026 in Review

CX Institutional increased its Coca-Cola Consolidated (COKE) stake by 123% in Q3 2026, buying an estimated $19.4K and bringing the position to 187 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

CX Institutional first reported a position in COKE in Q2 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • CX Institutional held 187 shares of Coca-Cola Consolidated worth $35K as of Q3 2026.
  • CX Institutional bought 103 Coca-Cola Consolidated shares in Q3 2026, an estimated $19.4K.
  • Coca-Cola Consolidated made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1089 holding.
  • CX Institutional first reported a position in Coca-Cola Consolidated in Q2 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.