Mission Wealth Management
COKE icon

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

Mission Wealth 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 		$810K Sell
4,280
-554
-11% -$104K 0.01% 413
2026
Q2 		$923K Buy
4,834
+3,594
+290% +$669K 0.01% 505
2026
Q1 		$238K Buy
+1,240
New +$217K ﹤0.01% 665

Other funds holding COKE

MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Reinhart Partners
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
KLCM
KG&L Capital Management Saint Francisville, Louisiana $163M AUM 24.41% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Mission Wealth Management's COKE Position: Q3 2026 in Review

Mission Wealth Management reduced its Coca-Cola Consolidated (COKE) stake by 11% in Q3 2026, selling an estimated $104K and leaving 4,280 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #413.

Mission Wealth Management first reported a position in COKE in Q1 2026 and has held it in 3 quarters since. The position peaked at $923K in Q2 2026. 51 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • Mission Wealth Management held 4,280 shares of Coca-Cola Consolidated worth $810K as of Q3 2026.
  • Mission Wealth Management sold 554 Coca-Cola Consolidated shares in Q3 2026, an estimated $104K.
  • Coca-Cola Consolidated made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #413 holding.
  • Mission Wealth Management first reported a position in Coca-Cola Consolidated in Q1 2026 and has held it in 3 quarters since.
  • Mission Wealth Management's Coca-Cola Consolidated position peaked at $923K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.