Back to COKE
INDEPENDENT FINANCIAL GROUP, LLC → COKE
INDEPENDENT FINANCIAL GROUP, LLC COKE Position History
Coca-Cola Consolidated, Inc. • Consumer Defensive
Quarters held
7
Latest value
$869K
Q3 2026
Peak value
$900K
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $322K |
| Q3 2025 | $556K |
| Q4 2025 | $723K |
| Q1 2026 | $545K |
| Q1 2026 | $900K |
| Q2 2026 | $877K |
| Q3 2026 | $869K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $869K | 4.6K | — | — |
| Q2 2026 | $877K | 4.6K | — | — |
| Q1 2026 | $900K | 4.7K | — | — |
| Q1 2026 | $545K | 2.8K | — | — |
| Q4 2025 | $723K | 4.7K | — | — |
| Q3 2025 | $556K | 4.7K | — | — |
| Q2 2025 | $322K | 2.9K | — | — |
Other funds holding COKE
$341.6M
$341.6M
$334.4M
$271.6M
$251.2M
$241.9M
$219.9M
$161.1M