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Elevation Wealth Partners’s Coca-Cola Consolidated COKE Stock Holding History

Elevation Wealth Partners’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 		$3.41K Sell
18
-17
-49% -$3.2K ﹤0.01% 1167
2026
Q2 		$6.68K Buy
35
+16
+84% +$2.98K ﹤0.01% 941
2026
Q1 		$3.64K Buy
+19
New +$3.33K ﹤0.01% 790

Other funds holding COKE

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

Elevation Wealth Partners's COKE Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Coca-Cola Consolidated (COKE) stake by 49% in Q3 2026, selling an estimated $3.2K and leaving 18 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Elevation Wealth Partners first reported a position in COKE in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.68K in Q2 2026. 19 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • Elevation Wealth Partners held 18 shares of Coca-Cola Consolidated worth $3.41K as of Q3 2026.
  • Elevation Wealth Partners sold 17 Coca-Cola Consolidated shares in Q3 2026, an estimated $3.2K.
  • Coca-Cola Consolidated made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1167 holding.
  • Elevation Wealth Partners first reported a position in Coca-Cola Consolidated in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Coca-Cola Consolidated position peaked at $6.68K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.