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Steph & Co’s Coca-Cola Consolidated COKE Stock Holding History

Steph & Co’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 		$156K Buy
824
+98
+13% +$18.5K 0.04% 106
2026
Q2 		$139K Sell
726
-82
-10% -$15.3K 0.04% 119
2026
Q1 		$155K Sell
808
-33
-4% -$5.78K 0.04% 107
2025
Q4 		$129K Buy
841
+544
+183% +$79.8K 0.04% 128
2025
Q3 		$34.8K Buy
+297
New +$34.4K 0.01% 217

Other funds holding COKE

Kintegral Advisory
Kintegral Advisory New York $1.27B AUM 34.34% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
RFA
ROI Financial Advisors Beaverton, Oregon $193M AUM 35.15% 1-Year Est. Return

Steph & Co's COKE Position: Q3 2026 in Review

Steph & Co increased its Coca-Cola Consolidated (COKE) stake by 13% in Q3 2026, buying an estimated $18.5K and bringing the position to 824 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #106.

Steph & Co first reported a position in COKE in Q3 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • Steph & Co held 824 shares of Coca-Cola Consolidated worth $156K as of Q3 2026.
  • Steph & Co bought 98 Coca-Cola Consolidated shares in Q3 2026, an estimated $18.5K.
  • Coca-Cola Consolidated made up 0.04% of Steph & Co's portfolio in Q3 2026, its #106 holding.
  • Steph & Co first reported a position in Coca-Cola Consolidated in Q3 2025 and has held it in 5 quarters since.
  • 84 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.