Values First Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Values First 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	$2.1M	Sell	11,091 -162	-1%	-$30.5K	0.99%	25
2026 Q2	$2.15M	Buy	11,253 +5,678	+102%	+$1.06M	0.98%	29
2026 Q1	$1.07M	Buy	5,575 +138	+3%	+$24.2K	0.56%	56
2025 Q4	$833K	Buy	+5,437	New	+$798K	0.43%	70
2023 Q2	–	Sell	-50	Closed	-$2.76K	–	200
2023 Q1	$2.76K	Buy	+50	New	+$2.58K	﹤0.01%	281

Other funds holding COKE

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Kintegral Advisory New York $1.27B AUM 34.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Values First Advisors's COKE Position: Q3 2026 in Review

Values First Advisors reduced its Coca-Cola Consolidated (COKE) stake by 1.4% in Q3 2026, selling an estimated $30.5K and leaving 11,091 shares worth $2.1M. The position accounts for 0.99% of the portfolio, ranked #25.

Values First Advisors first reported a position in COKE in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.15M in Q2 2026. 171 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

Values First Advisors held 11,091 shares of Coca-Cola Consolidated worth $2.1M as of Q3 2026.
Values First Advisors sold 162 Coca-Cola Consolidated shares in Q3 2026, an estimated $30.5K.
Coca-Cola Consolidated made up 0.99% of Values First Advisors's portfolio in Q3 2026, its #25 holding.
Values First Advisors first reported a position in Coca-Cola Consolidated in Q1 2023 and has held it in 5 quarters since.
Values First Advisors's Coca-Cola Consolidated position peaked at $2.15M in Q2 2026.
171 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.