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Wedmont Private Capital’s Coca-Cola Consolidated COKE Stock Holding History

Wedmont Private Capital’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 		$623K Buy
3,246
+229
+8% +$43.2K 0.01% 524
2026
Q2 		$541K Sell
3,017
-38
-1% -$7.08K 0.01% 535
2026
Q1 		$618K Sell
3,055
-113
-4% -$19.8K 0.02% 426
2025
Q4 		$466K Buy
3,168
+421
+15% +$61.8K 0.02% 502
2025
Q3 		$329K Buy
+2,747
New +$318K 0.01% 599

Other funds holding COKE

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wedmont Private Capital's COKE Position: Q3 2026 in Review

Wedmont Private Capital increased its Coca-Cola Consolidated (COKE) stake by 7.6% in Q3 2026, buying an estimated $43.2K and bringing the position to 3,246 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #524.

Wedmont Private Capital first reported a position in COKE in Q3 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold COKE as of Q3 2026.

  • Wedmont Private Capital held 3,246 shares of Coca-Cola Consolidated worth $623K as of Q3 2026.
  • Wedmont Private Capital bought 229 Coca-Cola Consolidated shares in Q3 2026, an estimated $43.2K.
  • Coca-Cola Consolidated made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #524 holding.
  • Wedmont Private Capital first reported a position in Coca-Cola Consolidated in Q3 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.