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

Kingswood 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 		$1.62M Buy
8,490
+90
+1% +$16.8K 0.07% 299
2026
Q1 		$1.61M Buy
8,400
+13
+0.2% +$2.28K 0.08% 271
2025
Q4 		$1.29M Sell
8,387
-63
-0.7% -$9.24K 0.06% 304
2025
Q3 		$990K Sell
8,450
-2
-0% -$232 0.06% 318
2025
Q2 		$944K Sell
8,452
-88
-1% -$10.6K 0.07% 274
2025
Q1 		$1.15M Buy
8,540
+30
+0.4% +$4.03K 0.11% 220
2024
Q4 		$1.07M Sell
8,510
-80
-0.9% -$10K 0.08% 257
2024
Q3 		$1.13M Buy
+8,590
New +$1.05M 0.08% 262

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

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

Kingswood Wealth Advisors increased its Coca-Cola Consolidated (COKE) stake by 1.1% in Q2 2026, buying an estimated $16.8K and bringing the position to 8,490 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #299.

Kingswood Wealth Advisors first reported a position in COKE in Q3 2024 and has held it in 8 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Kingswood Wealth Advisors held 8,490 shares of Coca-Cola Consolidated worth $1.62M as of Q2 2026.
  • Kingswood Wealth Advisors bought 90 Coca-Cola Consolidated shares in Q2 2026, an estimated $16.8K.
  • Coca-Cola Consolidated made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • Kingswood Wealth Advisors first reported a position in Coca-Cola Consolidated in Q3 2024 and has held it in 8 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.