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

Valued 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
Q2 		$3.25K Buy
17
+12
+240% +$2.23K ﹤0.01% 558
2026
Q1 		$959 Sell
5
-5
-50% -$876 ﹤0.01% 629
2025
Q4 		$1.53K Hold
10
– – ﹤0.01% 421
2025
Q3 		$1.17K Hold
10
– – ﹤0.01% 439
2025
Q2 		$1.12K Hold
10
– – ﹤0.01% 432
2025
Q1 		$1.35K Hold
10
– – ﹤0.01% 448
2024
Q4 		$1.26K Hold
10
– – ﹤0.01% 451
2024
Q3 		$1.32K Hold
10
– – ﹤0.01% 419
2024
Q2 		$1.08K Hold
10
– – ﹤0.01% 435
2024
Q1 		$847 Buy
+10
New +$862 ﹤0.01% 452

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Valued Wealth Advisors's COKE Position: Q2 2026 in Review

Valued Wealth Advisors increased its Coca-Cola Consolidated (COKE) stake by 240% in Q2 2026, buying an estimated $2.23K and bringing the position to 17 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Valued Wealth Advisors first reported a position in COKE in Q1 2024 and has held it in 10 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Valued Wealth Advisors held 17 shares of Coca-Cola Consolidated worth $3.25K as of Q2 2026.
  • Valued Wealth Advisors bought 12 Coca-Cola Consolidated shares in Q2 2026, an estimated $2.23K.
  • Coca-Cola Consolidated made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #558 holding.
  • Valued Wealth Advisors first reported a position in Coca-Cola Consolidated in Q1 2024 and has held it in 10 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.