JWA
COKE icon

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

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return