Independent Advisor Alliance’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2M | Sell |
10,442
-54
| -0.5% | -$9.46K | 0.02% | 559 |
|
|
2025
Q4 | $1.61M | Buy |
10,496
+31
| +0.3% | +$4.55K | 0.04% | 351 |
|
|
2025
Q3 | $1.23M | Sell |
10,465
-32
| -0.3% | -$3.71K | 0.03% | 395 |
|
|
2025
Q2 | $1.17M | Sell |
10,497
-443
| -4% | -$53.5K | 0.03% | 380 |
|
|
2025
Q1 | $1.48M | Buy |
10,940
+1,160
| +12% | +$156K | 0.05% | 302 |
|
|
2024
Q4 | $1.23M | Buy |
9,780
+150
| +2% | +$18.8K | 0.02% | 660 |
|
|
2024
Q3 | $1.27M | Sell |
9,630
-70
| -0.7% | -$8.58K | 0.05% | 289 |
|
|
2024
Q2 | $1.05M | Buy |
9,700
+290
| +3% | +$26.8K | 0.04% | 316 |
|
|
2024
Q1 | $796K | Buy |
9,410
+90
| +1% | +$7.76K | 0.03% | 361 |
|
|
2023
Q4 | $865K | Sell |
9,320
-440
| -5% | -$31.9K | 0.03% | 332 |
|
|
2023
Q3 | $621K | Buy |
9,760
+160
| +2% | +$10.6K | 0.03% | 373 |
|
|
2023
Q2 | $611K | Sell |
9,600
-150
| -2% | -$9.28K | 0.03% | 386 |
|
|
2023
Q1 | $522K | Buy |
+9,750
| New | +$504K | 0.03% | 419 |
|
|
2022
Q4 | – | Sell |
-9,250
| Closed | -$381K | – | 464 |
|
|
2022
Q3 | $381K | Buy |
9,250
+710
| +8% | +$34.9K | 0.02% | 433 |
|
|
2022
Q2 | $482K | Hold |
8,540
| – | – | 0.03% | 376 |
|
|
2022
Q1 | $424K | Sell |
8,540
-150
| -2% | -$8.08K | 0.02% | 433 |
|
|
2021
Q4 | $538K | Buy |
8,690
+40
| +0.5% | +$1.97K | 0.03% | 379 |
|
|
2021
Q3 | $341K | Sell |
8,650
-250
| -3% | -$9.95K | 0.02% | 461 |
|
|
2021
Q2 | $358K | Buy |
8,900
+150
| +2% | +$5.29K | 0.02% | 469 |
|
|
2021
Q1 | $253K | Hold |
8,750
| – | – | 0.02% | 513 |
|
|
2020
Q4 | $233K | Sell |
8,750
-800
| -8% | -$20.3K | 0.02% | 484 |
|
|
2020
Q3 | $230K | Sell |
9,550
-520
| -5% | -$13K | 0.02% | 429 |
|
|
2020
Q2 | $231K | Hold |
10,070
| – | – | 0.02% | 410 |
|
|
2020
Q1 | $210K | Hold |
10,070
| – | – | 0.03% | 352 |
|
|
2019
Q4 | $286K | Sell |
10,070
-810
| -7% | -$22.7K | 0.01% | 693 |
|
|
2019
Q3 | $331K | Buy |
10,880
+150
| +1% | +$4.69K | 0.04% | 316 |
|
|
2019
Q2 | $321K | Buy |
10,730
+250
| +2% | +$7.83K | 0.05% | 284 |
|
|
2019
Q1 | $302K | Buy |
+10,480
| New | +$240K | 0.04% | 316 |
|
|
2018
Q1 | – | Sell |
-10,730
| Closed | -$224K | – | 351 |
|
|
2017
Q4 | $224K | Hold |
10,730
| – | – | 0.05% | 278 |
|
|
2017
Q3 | $237K | Hold |
10,730
| – | – | 0.07% | 230 |
|
|
2017
Q2 | $243K | Sell |
10,730
-500
| -4% | -$10.8K | 0.08% | 211 |
|
|
2017
Q1 | $224K | Buy |
+11,230
| New | +$200K | 0.04% | 353 |
|
Other funds holding COKE
VPM
VCM
DT
Independent Advisor Alliance's COKE Position: Q1 2026 in Review
Independent Advisor Alliance reduced its Coca-Cola Consolidated (COKE) stake by 0.51% in Q1 2026, selling an estimated $9.46K and leaving 10,442 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #559.
Independent Advisor Alliance first reported a position in COKE in Q1 2017 and has held it in 32 quarters since. 581 funds tracked by Wall St. Rank hold COKE as of Q1 2026.
- Independent Advisor Alliance held 10,442 shares of Coca-Cola Consolidated worth $2M as of Q1 2026.
- Independent Advisor Alliance sold 54 Coca-Cola Consolidated shares in Q1 2026, an estimated $9.46K.
- Coca-Cola Consolidated made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #559 holding.
- Independent Advisor Alliance first reported a position in Coca-Cola Consolidated in Q1 2017 and has held it in 32 quarters since.
- 581 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.