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

Independent 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
Q3 		$869K Hold
4,593
– – 0.02% 737
2026
Q2 		$877K Sell
4,593
-100
-2% -$18.6K 0.02% 746
2026
Q1 		$900K Sell
4,693
-22
-0.5% -$3.85K 0.02% 668
2025
Q4 		$723K Sell
4,715
-28
-0.6% -$4.11K 0.02% 743
2025
Q3 		$556K Buy
4,743
+1,863
+65% +$216K 0.01% 803
2025
Q2 		$322K Buy
+2,880
New +$348K 0.01% 996

Other funds holding COKE

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Independent Financial Group's COKE Position: Q3 2026 in Review

Independent Financial Group held its Coca-Cola Consolidated (COKE) position steady in Q3 2026 at 4,593 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #737.

Independent Financial Group first reported a position in COKE in Q2 2025 and has held it in 6 quarters since. The position peaked at $900K in Q1 2026. 37 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • Independent Financial Group held 4,593 shares of Coca-Cola Consolidated worth $869K as of Q3 2026.
  • Independent Financial Group left its Coca-Cola Consolidated share count unchanged in Q3 2026.
  • Coca-Cola Consolidated made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #737 holding.
  • Independent Financial Group first reported a position in Coca-Cola Consolidated in Q2 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Coca-Cola Consolidated position peaked at $900K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.