JVL Associates’s Coca-Cola Consolidated COKE Stock Holding History

JVL Associates’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	–	Sell	-1,094	Closed	-$210K	–	80
2026 Q1	$210K	Buy	+1,094	New	+$192K	0.07%	60

Other funds holding COKE

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JVL Associates's COKE Position: Q2 2026 in Review

JVL Associates sold out of Coca-Cola Consolidated (COKE) in Q2 2026, closing a stake of 1,094 shares — an estimated $210K sold.

JVL Associates first reported a position in COKE in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 246 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

JVL Associates reported no remaining Coca-Cola Consolidated position as of Q2 2026 after selling out during the quarter.
JVL Associates sold 1,094 Coca-Cola Consolidated shares in Q2 2026, an estimated $210K.
JVL Associates first reported a position in Coca-Cola Consolidated in Q1 2026 and held it in 1 quarter.
JVL Associates's Coca-Cola Consolidated position peaked at $210K in Q1 2026.
246 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.