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

Sax 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 Q3	$371K	Buy	+1,960	New	+$369K	0.01%	523

Other funds holding COKE

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Sax Wealth Advisors's COKE Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Coca-Cola Consolidated (COKE) in Q3 2026: 1,960 shares worth $371K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings.

36 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

Sax Wealth Advisors held 1,960 shares of Coca-Cola Consolidated worth $371K as of Q3 2026.
Coca-Cola Consolidated was a new Sax Wealth Advisors position in Q3 2026.
Coca-Cola Consolidated made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #523 holding.
36 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.