Essential Partners
COKE icon

Essential Partners’s Coca-Cola Consolidated COKE Stock Holding History

Essential 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 		$93.1K Sell
492
-38
-7% -$7.16K 0.04% 440
2026
Q2 		$101K Buy
530
+121
+30% +$22.5K 0.05% 417
2026
Q1 		$78.4K Hold
409
– – 0.03% 479
2025
Q4 		$62.7K Buy
409
+40
+11% +$5.87K 0.02% 556
2025
Q3 		$43.2K Buy
369
+352
+2,071% +$40.8K 0.01% 633
2025
Q2 		$1.9K Buy
+17
New +$2.05K ﹤0.01% 1333

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
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Essential Partners's COKE Position: Q3 2026 in Review

Essential Partners reduced its Coca-Cola Consolidated (COKE) stake by 7.2% in Q3 2026, selling an estimated $7.16K and leaving 492 shares worth $93.1K. The position accounts for 0.04% of the portfolio, ranked #440.

Essential Partners first reported a position in COKE in Q2 2025 and has held it in 6 quarters since. The position peaked at $101K in Q2 2026. 112 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • Essential Partners held 492 shares of Coca-Cola Consolidated worth $93.1K as of Q3 2026.
  • Essential Partners sold 38 Coca-Cola Consolidated shares in Q3 2026, an estimated $7.16K.
  • Coca-Cola Consolidated made up 0.04% of Essential Partners's portfolio in Q3 2026, its #440 holding.
  • Essential Partners first reported a position in Coca-Cola Consolidated in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Coca-Cola Consolidated position peaked at $101K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.