LI
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LRI Investments’s Coca-Cola Consolidated COKE Stock Holding History

LRI Investments’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 		$15.3K Sell
80
-70
-47% -$13K ﹤0.01% 847
2026
Q1 		$28.8K Hold
150
– – ﹤0.01% 616
2025
Q4 		$23K Hold
150
– – ﹤0.01% 666
2025
Q3 		$17.6K Hold
150
– – ﹤0.01% 751
2025
Q2 		$16.7K Hold
150
– – ﹤0.01% 741
2025
Q1 		$20.3K Hold
150
– – ﹤0.01% 673
2024
Q4 		$18.9K Hold
150
– – ﹤0.01% 676
2024
Q3 		$18.2K Hold
150
– – ﹤0.01% 668
2024
Q2 		$16.3K Hold
150
– – ﹤0.01% 646
2024
Q1 		$12.7K Buy
+150
New +$12.9K ﹤0.01% 456

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