Back to COKE
Creative Planning COKE Position History
Coca-Cola Consolidated, Inc. • Consumer Defensive
Quarters held
8
Latest value
$7.6M
Q3 2026
Peak value
$7.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q3 2025 | $4K |
| Q4 2025 | $5M |
| Q1 2026 | $6.3M |
| Q2 2026 | $6K |
| Q2 2026 | $7.1M |
| Q3 2026 | $6K |
| Q3 2026 | $7.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.6M | 40.4K | — | — |
| Q3 2026 | $6K | 31 | — | — |
| Q2 2026 | $7.1M | 37.2K | — | — |
| Q2 2026 | $6K | 31 | — | — |
| Q1 2026 | $6.3M | 32.9K | — | — |
| Q4 2025 | $5M | 32.6K | — | — |
| Q3 2025 | $4K | 35 | — | — |
| Q3 2025 | $3.4M | 28.9K | — | — |
Other funds holding COKE
$341.6M
$341.6M
$334.4M
$271.6M
$251.2M
$241.9M
$219.9M
$161.1M