Back to COKE
ROI Financial Advisors, LLC → COKE
ROI Financial Advisors, LLC COKE Position History
Coca-Cola Consolidated, Inc. • Consumer Defensive
Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q4 2025 | $1.6M |
| Q1 2026 | $2M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 12.0K | — | — |
| Q2 2026 | $2.2M | 11.5K | — | — |
| Q1 2026 | $2M | 10.6K | — | — |
| Q4 2025 | $1.6M | 10.4K | — | — |
| Q3 2025 | $1.2M | 10.2K | — | — |
Other funds holding COKE
$341.6M
$341.6M
$334.4M
$271.6M
$251.2M
$241.9M
$219.9M
$161.1M