Back to COKE
Kestra Advisory Services, LLC → COKE
Kestra Advisory Services, LLC COKE Position History
Coca-Cola Consolidated, Inc. • Consumer Defensive
Quarters held
5
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q4 2025 | $3.1M |
| Q1 2026 | $3.9M |
| Q2 2026 | $4M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 22.0K | — | — |
| Q2 2026 | $4M | 20.8K | — | — |
| Q1 2026 | $3.9M | 20.5K | — | — |
| Q4 2025 | $3.1M | 20.3K | — | — |
| Q3 2025 | $2.3M | 19.5K | — | — |
Other funds holding COKE
$341.6M
$341.6M
$334.4M
$271.6M
$251.2M
$241.9M
$219.9M
$161.1M