COLDSTREAM CAPITAL MANAGEMENT INC
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 1082339
BELLEVUE, WA
Position in COKE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$369,621
-$23,446 QoQ
Shares Held
1,936
-5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#373
of 607 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $15,884,226 across 5 Beverages - Non-Alcoholic names. COKE ranks #5 (2.3% of the industry book) .
All Filings in COKE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,621 | 1,936 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $393,067 | 2,050 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $227,650 | 1,485 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $224,361 | 1,915 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $208,338 | 1,866 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $183,600 | 136 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||