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True Wealth Design’s Coca-Cola Consolidated COKE Stock Holding History

True Wealth Design’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 		$58K Buy
304
+46
+18% +$8.57K 0.01% 434
2026
Q1 		$49.5K Hold
258
– – 0.01% 408
2025
Q4 		$39.6K Buy
258
+5
+2% +$734 0.01% 403
2025
Q3 		$29.6K Buy
253
+252
+25,200% +$29.2K 0.01% 464
2025
Q2 		$112 Sell
1
-29
-97% -$3.5K ﹤0.01% 2211
2025
Q1 		$4.05K Buy
+30
New +$4.03K ﹤0.01% 750

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

True Wealth Design's COKE Position: Q2 2026 in Review

True Wealth Design increased its Coca-Cola Consolidated (COKE) stake by 18% in Q2 2026, buying an estimated $8.57K and bringing the position to 304 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #434.

True Wealth Design first reported a position in COKE in Q1 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • True Wealth Design held 304 shares of Coca-Cola Consolidated worth $58K as of Q2 2026.
  • True Wealth Design bought 46 Coca-Cola Consolidated shares in Q2 2026, an estimated $8.57K.
  • Coca-Cola Consolidated made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #434 holding.
  • True Wealth Design first reported a position in Coca-Cola Consolidated in Q1 2025 and has held it in 6 quarters since.
  • 67 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.