MONETA GROUP INVESTMENT ADVISORS LLC
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 1120927
ST LOUIS, MO
Position in COKE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,032,686
-$4,052 QoQ
Shares Held
5,409
+0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#245
of 607 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $14,005,688 across 4 Beverages - Non-Alcoholic names. COKE ranks #3 (7.4% of the industry book) .
All Filings in COKE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,686 | 5,409 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,036,738 | 5,407 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $663,022 | 4,325 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $562,836 | 4,804 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $536,143 | 4,802 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $695,250 | 515 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $648,894 | 515 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $651,618 | 495 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $450,275 | 415 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $222,605 | 263 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $243,240 | 262 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||