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Everhart Financial Group’s Coca-Cola Consolidated COKE Stock Holding History

Everhart Financial Group’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
Q2 		$258K Hold
1,349
– – 0.02% 415
2026
Q1 		$259K Buy
+1,349
New +$236K 0.02% 390

Other funds holding COKE

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Everhart Financial Group's COKE Position: Q2 2026 in Review

Everhart Financial Group held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 1,349 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #415.

Everhart Financial Group first reported a position in COKE in Q1 2026 and has held it in 2 quarters since. The position peaked at $259K in Q1 2026. 67 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Everhart Financial Group held 1,349 shares of Coca-Cola Consolidated worth $258K as of Q2 2026.
  • Everhart Financial Group left its Coca-Cola Consolidated share count unchanged in Q2 2026.
  • Coca-Cola Consolidated made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #415 holding.
  • Everhart Financial Group first reported a position in Coca-Cola Consolidated in Q1 2026 and has held it in 2 quarters since.
  • Everhart Financial Group's Coca-Cola Consolidated position peaked at $259K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.