UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 1463217
IRVING, TX
Position in COKE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$399,786
-$44,092 QoQ
Shares Held
2,094
-9.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#358
of 607 holders
Holding Since
Dec 2025
3 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $57,011,093 across 7 Beverages - Non-Alcoholic names. COKE ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
263,954 | $35,739,371 | |
| 2 | KO |
Coca Cola Co
|
172,916 | $14,052,883 | |
| 3 | MNST |
Monster Beverage Corp
|
117,694 | $5,656,373 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
19,937 | $652,538 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
2,094 | $399,786 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
3,082 | $308,415 | |
| 7 | PRMB |
Primo Brands Corp
|
8,254 | $201,727 |
All Filings in COKE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,786 | 2,094 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $443,878 | 2,315 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $287,437 | 1,875 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||