ENVESTNET ASSET MANAGEMENT INC
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 1407543
Berwyn, PA
Position in COKE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,078,253
+$1,246,625 QoQ
Shares Held
99,928
+7.5% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 610 holders
Holding Since
Sep 2020
24 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,309,814,635 across 11 Beverages - Non-Alcoholic names. COKE ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
5,878,432 | $477,740,168 | |
| 2 | MNST |
Monster Beverage Corp
|
7,655,096 | $367,903,913 | |
| 3 | PEP |
Pepsico Inc
|
2,361,530 | $319,751,162 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
492,832 | $49,317,698 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
1,163,980 | $38,097,065 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
193,707 | $20,581,368 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
99,928 | $19,078,253 | |
| 8 | CELH |
Celsius Holdings, Inc.
|
178,583 | $5,228,910 |
All Filings in COKE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,078,253 | 99,928 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $17,831,628 | 92,999 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,630,540 | 82,391 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,627,154 | 82,171 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,180,077 | 19,526 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,230,200 | 1,652 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,763,986 | 1,400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,769,241 | 1,344 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,902,005 | 1,753 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,502,834 | 2,957 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,551,945 | 4,903 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,051,154 | 4,795 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,484,294 | 3,906 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,025,812 | 3,786 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,216,469 | 4,326 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,821,905 | 4,425 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,327,010 | 5,900 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,141,741 | 8,336 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,907,088 | 6,310 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,377,299 | 6,031 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,343,211 | 5,827 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,579,626 | 5,470 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,093,038 | 4,105 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $715,541 | 2,973 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||