IWA
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Inspirion Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Inspirion Wealth Advisors’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 		$210K Hold
1,110
– – 0.02% 176
2026
Q2 		$215K Hold
1,110
– – 0.02% 176
2026
Q1 		$213K Buy
+1,110
New +$194K 0.03% 164

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
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

Inspirion Wealth Advisors's COKE Position: Q3 2026 in Review

Inspirion Wealth Advisors held its Coca-Cola Consolidated (COKE) position steady in Q3 2026 at 1,110 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #176.

Inspirion Wealth Advisors first reported a position in COKE in Q1 2026 and has held it in 3 quarters since. The position peaked at $215K in Q2 2026. 35 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • Inspirion Wealth Advisors held 1,110 shares of Coca-Cola Consolidated worth $210K as of Q3 2026.
  • Inspirion Wealth Advisors left its Coca-Cola Consolidated share count unchanged in Q3 2026.
  • Coca-Cola Consolidated made up 0.02% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #176 holding.
  • Inspirion Wealth Advisors first reported a position in Coca-Cola Consolidated in Q1 2026 and has held it in 3 quarters since.
  • Inspirion Wealth Advisors's Coca-Cola Consolidated position peaked at $215K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.