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

Waterway 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 		$287K Hold
1,501
– – 0.06% 87
2026
Q1 		$288K Hold
1,501
– – 0.06% 83
2025
Q4 		$230K Buy
+1,501
New +$220K 0.05% 80

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Waterway Wealth Management held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 1,501 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #87.

Waterway Wealth Management first reported a position in COKE in Q4 2025 and has held it in 3 quarters since. The position peaked at $288K in Q1 2026. 111 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Waterway Wealth Management held 1,501 shares of Coca-Cola Consolidated worth $287K as of Q2 2026.
  • Waterway Wealth Management left its Coca-Cola Consolidated share count unchanged in Q2 2026.
  • Coca-Cola Consolidated made up 0.06% of Waterway Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Waterway Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2025 and has held it in 3 quarters since.
  • Waterway Wealth Management's Coca-Cola Consolidated position peaked at $288K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

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