Back to COKE

KINGSWOOD WEALTH ADVISORS, LLC → COKE

KINGSWOOD WEALTH ADVISORS, LLC COKE Position History

Coca-Cola Consolidated, Inc. • Consumer Defensive

Quarters held
4
Latest value
$1.6M
Q3 2026
Peak value
$1.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.3M
Q1 2026$1.6M
Q2 2026$1.6M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M8.5K——
Q2 2026$1.6M8.5K——
Q1 2026$1.6M8.4K——
Q4 2025$1.3M8.4K——

Other funds holding COKE

Other KINGSWOOD WEALTH ADVISORS, LLC positions

AAPL

APPLE INCORPORATED

$108M
AAPL

APPLE INCORPORATED

$92.2M
AAPL

APPLE INCORPORATED

$84.8M
AAPL

APPLE INCORPORATED

$78.3M
NVDA

NVIDIA CORPORATION

$68.1M
SPY

SPDR S&P 500 ETF

$65.9M
SPY

SPDR S&P 500 ETF

$63.4M
NVDA

NVIDIA CORPORATION

$62.6M