ENVESTNET ASSET MANAGEMENT INC

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 1407543 Berwyn, PA

Position in COKE

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$17,831,628

+$5,201,088 QoQ

Shares Held

92,999

+12.9% QoQ

Ownership

0.140%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $1,257,226,610 across 11 Beverages - Non-Alcoholic names. COKE ranks #7 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	5,951,637	$452,621,993
2	PEP	Pepsico Inc	2,577,628	$400,279,852
3	MNST	Monster Beverage Corp	3,867,428	$280,233,832
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	380,338	$34,485,246
5	KDP	Keurig Dr Pepper Inc.	975,962	$25,697,079
6	KOF	Coca Cola Femsa Sab De CV	199,818	$19,492,245
7	COKE	Coca-Cola Consolidated, Inc. This page	92,999	$17,831,628
8	CELH	Celsius Holdings, Inc.	485,305	$17,218,621

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,831,628	92,999	+12.9%	Shares	Sole	2026-05-04
2025-12-31	$12,630,540	82,391	+0.3%	Shares	Sole	2026-02-10
2025-09-30	$9,627,154	82,171	+320.8%	Shares	Sole	2025-11-05
2025-06-30	$2,180,077	19,526	+1082.0%	Shares	Sole	2025-08-01
2025-03-31	$223,020	1,652	+18.0%	Shares	Sole	2025-04-29
2024-12-31	$176,398	1,400	+4.2%	Shares	Sole	2025-02-13
2024-09-30	$176,924	1,344	-23.3%	Shares	Sole	2024-11-07
2024-06-30	$190,200	1,753	-40.7%	Shares	Sole	2024-08-08
2024-03-31	$250,283	2,957	-39.7%	Shares	Sole	2024-05-13
2023-12-31	$455,194	4,903	+2.3%	Shares	Sole	2024-02-13
2023-09-30	$305,115	4,795	+22.8%	Shares	Sole	2023-11-13
2023-06-30	$248,429	3,906	+3.2%	Shares	Sole	2023-08-04
2023-03-31	$202,581	3,786	-12.5%	Shares	Sole	2023-05-11
2022-12-31	$221,646	4,326	-2.2%	Shares	Sole	2023-02-07
2022-09-30	$182,190	4,425	-25.0%	Shares	Sole	2022-11-10
2022-06-30	$332,701	5,900	-29.2%	Shares	Sole	2022-08-03
2022-03-31	$414,174	8,336	+32.1%	Shares	Sole	2022-05-04
2021-12-31	$390,708	6,310	+4.6%	Shares	Sole	2022-02-04
2021-09-30	$237,729	6,031	+3.5%	Shares	Sole	2021-10-07
2021-06-30	$234,321	5,827	+6.5%	Shares	Sole	2021-08-04
2021-03-31	$157,962	5,470	+33.3%	Shares	Sole	2021-05-04
2020-12-31	$109,303	4,105	+38.1%	Shares	Sole	2021-02-02
2020-09-30	$71,554	2,973	—	Shares	Sole	2020-10-09
No filing history on record for this holder in this stock.