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Legacy Wealth Asset Management’s Coca-Cola Consolidated COKE Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$537K Sell
2,836
-1,212
-30% -$228K 0.12% 249
2026
Q2 		$773K Buy
4,048
+15
+0.4% +$2.79K 0.17% 176
2026
Q1 		$773K Buy
4,033
+12
+0.3% +$2.1K 0.19% 174
2025
Q4 		$616K Buy
4,021
+89
+2% +$13.1K 0.15% 222
2025
Q3 		$461K Buy
+3,932
New +$456K 0.11% 267

Other funds holding COKE

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Legacy Wealth Asset Management's COKE Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Coca-Cola Consolidated (COKE) stake by 30% in Q3 2026, selling an estimated $228K and leaving 2,836 shares worth $537K. The position accounts for 0.12% of the portfolio, ranked #249.

Legacy Wealth Asset Management first reported a position in COKE in Q3 2025 and has held it in 5 quarters since. The position peaked at $773K in Q1 2026. 35 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • Legacy Wealth Asset Management held 2,836 shares of Coca-Cola Consolidated worth $537K as of Q3 2026.
  • Legacy Wealth Asset Management sold 1,212 Coca-Cola Consolidated shares in Q3 2026, an estimated $228K.
  • Coca-Cola Consolidated made up 0.12% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #249 holding.
  • Legacy Wealth Asset Management first reported a position in Coca-Cola Consolidated in Q3 2025 and has held it in 5 quarters since.
  • Legacy Wealth Asset Management's Coca-Cola Consolidated position peaked at $773K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.