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

JFS 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
Q2 		$17.4K Buy
91
+2
+2% +$372 ﹤0.01% 804
2026
Q1 		$17.1K Hold
89
– – ﹤0.01% 776
2025
Q4 		$13.6K Buy
89
+20
+29% +$2.93K ﹤0.01% 873
2025
Q3 		$8.09K Sell
69
-3
-4% -$348 ﹤0.01% 958
2025
Q2 		$8.04K Buy
72
+2
+3% +$242 ﹤0.01% 938
2025
Q1 		$9.45K Hold
70
– – ﹤0.01% 897
2024
Q4 		$8.82K Hold
70
– – ﹤0.01% 887
2024
Q3 		$9.21K Hold
70
– – ﹤0.01% 884
2024
Q2 		$7.59K Hold
70
– – ﹤0.01% 882
2024
Q1 		$5.92K Hold
70
– – ﹤0.01% 1042
2023
Q4 		$6.5K Hold
70
– – ﹤0.01% 951
2023
Q3 		$4.46K Hold
70
– – ﹤0.01% 1035
2023
Q2 		$4.45K Hold
70
– – ﹤0.01% 1057
2023
Q1 		$3.75K Buy
70
+10
+17% +$516 ﹤0.01% 1114
2022
Q4 		$3.07K Buy
60
+40
+200% +$1.91K ﹤0.01% 1203
2022
Q3 		$1K Sell
20
-40
-67% -$1.97K ﹤0.01% 1515
2022
Q2 		$3K Buy
60
+20
+50% +$1.04K ﹤0.01% 1162
2022
Q1 		$2K Buy
40
+20
+100% +$1.08K ﹤0.01% 1392
2021
Q4 		$1K Buy
+20
New +$987 ﹤0.01% 1304

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

JFS Wealth Advisors's COKE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Coca-Cola Consolidated (COKE) stake by 2.2% in Q2 2026, buying an estimated $372 and bringing the position to 91 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

JFS Wealth Advisors first reported a position in COKE in Q4 2021 and has held it in 19 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • JFS Wealth Advisors held 91 shares of Coca-Cola Consolidated worth $17.4K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Coca-Cola Consolidated shares in Q2 2026, an estimated $372.
  • Coca-Cola Consolidated made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #804 holding.
  • JFS Wealth Advisors first reported a position in Coca-Cola Consolidated in Q4 2021 and has held it in 19 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.