Wealth Enhancement Advisory Services
COKE icon

Wealth Enhancement Advisory Services’s Coca-Cola Consolidated COKE Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.29M Buy
18,332
+1,859
+11% +$346K 0.01% 1260
2026
Q1 		$3.21M Sell
16,473
-10,555
-39% -$1.85M 0.01% 1136
2025
Q4 		$3.93M Buy
27,028
+5,096
+23% +$748K 0.01% 1143
2025
Q3 		$2.63M Buy
21,932
+5,700
+35% +$660K ﹤0.01% 1292
2025
Q2 		$1.91M Sell
16,232
-348
-2% -$42K ﹤0.01% 1375
2025
Q1 		$2.24M Buy
16,580
+3,740
+29% +$503K ﹤0.01% 1185
2024
Q4 		$1.62M Sell
12,840
-980
-7% -$123K ﹤0.01% 1288
2024
Q3 		$1.82M Buy
13,820
+4,530
+49% +$555K ﹤0.01% 1101
2024
Q2 		$1.01M Sell
9,290
-2,210
-19% -$205K ﹤0.01% 1274
2024
Q1 		$973K Buy
11,500
+100
+0.9% +$8.62K ﹤0.01% 1249
2023
Q4 		$1.06M Buy
11,400
+340
+3% +$24.6K ﹤0.01% 1152
2023
Q3 		$704K Buy
+11,060
New +$735K ﹤0.01% 1248

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's COKE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Coca-Cola Consolidated (COKE) stake by 11% in Q2 2026, buying an estimated $346K and bringing the position to 18,332 shares worth $3.29M. The position accounts for 0.01% of the portfolio, ranked #1260.

Wealth Enhancement Advisory Services first reported a position in COKE in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.93M in Q4 2025. 93 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 18,332 shares of Coca-Cola Consolidated worth $3.29M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,859 Coca-Cola Consolidated shares in Q2 2026, an estimated $346K.
  • Coca-Cola Consolidated made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1260 holding.
  • Wealth Enhancement Advisory Services first reported a position in Coca-Cola Consolidated in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Coca-Cola Consolidated position peaked at $3.93M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.