PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in COKE — Coca-Cola Consolidated, Inc.
CIK 12600
DES MOINES, IA
Position in COKE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$478,827
+$140,406 QoQ
Shares Held
2,508
+42.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#333
of 607 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $23,834,144 across 5 Beverages - Non-Alcoholic names. COKE ranks #5 (2.0% 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 | $478,827 | 2,508 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $338,421 | 1,765 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $255,704 | 1,668 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $198,000 | 1,690 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $171,941 | 1,540 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $152,550 | 113 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $142,378 | 113 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $150,069 | 114 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $136,710 | 126 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $86,333 | 102 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $97,482 | 105 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||