JWBC
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J.W. Burns & Co’s Coca-Cola Consolidated COKE Stock Holding History

J.W. Burns & Co’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 		$257K Buy
1,345
+197
+17% +$36.7K 0.03% 171
2026
Q1 		$220K Buy
+1,148
New +$201K 0.03% 174

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

J.W. Burns & Co's COKE Position: Q2 2026 in Review

J.W. Burns & Co increased its Coca-Cola Consolidated (COKE) stake by 17% in Q2 2026, buying an estimated $36.7K and bringing the position to 1,345 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #171.

J.W. Burns & Co first reported a position in COKE in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • J.W. Burns & Co held 1,345 shares of Coca-Cola Consolidated worth $257K as of Q2 2026.
  • J.W. Burns & Co bought 197 Coca-Cola Consolidated shares in Q2 2026, an estimated $36.7K.
  • Coca-Cola Consolidated made up 0.03% of J.W. Burns & Co's portfolio in Q2 2026, its #171 holding.
  • J.W. Burns & Co first reported a position in Coca-Cola Consolidated in Q1 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.