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Livermore
Livermore
ZHEN

Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

COKE holding history

Coca-Cola Consolidated, Inc. in every 13F filed by Valued Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COKE overviewAll 13F holders of COKEFull Q2 2026 holdings

Shares (Q2 2026)
17
Value
$3.25K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of COKE by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617$3.25K<0.1%+12+240.0%AddedHolders
Q1 20265$959<0.1%−5−50.0%ReducedHolders
Q4 202510$1.53K<0.1%00.0%UnchangedHolders
Q3 202510$1.17K<0.1%00.0%UnchangedHolders
Q2 202510$1.12K<0.1%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q1 20251$1.35K<0.1%00.0%UnchangedHolders
Q4 20241$1.26K<0.1%00.0%UnchangedHolders
Q3 20241$1.32K<0.1%00.0%UnchangedHolders
Q2 20241$1.08K<0.1%00.0%UnchangedHolders
Q1 20241$847<0.1%+1NewHolders