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

Spire 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
Q2 		$22.9K Sell
120
-150
-56% -$27.9K ﹤0.01% 1406
2026
Q1 		$51.8K Buy
270
+139
+106% +$24.3K ﹤0.01% 1162
2025
Q4 		$20.1K Sell
131
-120
-48% -$17.6K ﹤0.01% 1483
2025
Q3 		$29.4K Sell
251
-296
-54% -$34.3K ﹤0.01% 1396
2025
Q2 		$61.1K Sell
547
-143
-21% -$17.3K ﹤0.01% 1136
2025
Q1 		$92.5K Buy
690
+370
+116% +$49.7K ﹤0.01% 1061
2024
Q4 		$40.3K Hold
320
– – ﹤0.01% 1358
2024
Q3 		$42.1K Sell
320
-20
-6% -$2.45K ﹤0.01% 1185
2024
Q2 		$36.9K Buy
340
+150
+79% +$13.9K ﹤0.01% 1224
2024
Q1 		$16.1K Sell
190
-30
-14% -$2.58K ﹤0.01% 1578
2023
Q4 		$18.9K Sell
220
-150
-41% -$10.9K ﹤0.01% 1555
2023
Q3 		$23.5K Sell
370
-360
-49% -$23.9K ﹤0.01% 1440
2023
Q2 		$46.4K Buy
730
+460
+170% +$28.5K ﹤0.01% 1226
2023
Q1 		$14.4K Buy
270
+60
+29% +$3.1K ﹤0.01% 1729
2022
Q4 		$11K Buy
210
+60
+40% +$2.87K ﹤0.01% 1566
2022
Q3 		$6K Sell
150
-2,000
-93% -$98.4K ﹤0.01% 1687
2022
Q2 		$121K Buy
2,150
+1,100
+105% +$57.5K 0.01% 962
2022
Q1 		$52K Sell
1,050
-120
-10% -$6.46K ﹤0.01% 1432
2021
Q4 		$72K Buy
1,170
+420
+56% +$20.7K ﹤0.01% 1546
2021
Q3 		$30K Hold
750
– – ﹤0.01% 1683
2021
Q2 		$30K Sell
750
-120
-14% -$4.23K ﹤0.01% 1695
2021
Q1 		$4K Buy
+870
New +$23.9K ﹤0.01% 2679

Other funds holding COKE

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Spire Wealth Management's COKE Position: Q2 2026 in Review

Spire Wealth Management reduced its Coca-Cola Consolidated (COKE) stake by 56% in Q2 2026, selling an estimated $27.9K and leaving 120 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Spire Wealth Management first reported a position in COKE in Q1 2021 and has held it in 22 quarters since. The position peaked at $121K in Q2 2022. 67 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Spire Wealth Management held 120 shares of Coca-Cola Consolidated worth $22.9K as of Q2 2026.
  • Spire Wealth Management sold 150 Coca-Cola Consolidated shares in Q2 2026, an estimated $27.9K.
  • Coca-Cola Consolidated made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1406 holding.
  • Spire Wealth Management first reported a position in Coca-Cola Consolidated in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Coca-Cola Consolidated position peaked at $121K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.