Position in COKE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,113,296
+$812,912 QoQ
Shares Held
37,258
+13.4% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 610 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $374,576,744 across 12 Beverages - Non-Alcoholic names. COKE ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
2,398,911 | $194,959,496 | |
| 2 | PEP |
Pepsico Inc
|
827,634 | $112,061,642 | |
| 3 | MNST |
Monster Beverage Corp
|
492,000 | $23,645,519 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
429,292 | $14,050,726 | |
| 5 | FIZZ |
National Beverage Corp
|
263,675 | $8,226,659 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
37,258 | $7,113,296 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
61,098 | $6,114,076 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
37,596 | $3,994,574 |
All Filings in COKE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,113,296 | 37,258 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,300,384 | 32,859 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,004,018 | 32,642 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,394,476 | 28,973 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,818,046 | 25,240 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,519,450 | 2,607 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,202,893 | 2,542 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,337,073 | 2,535 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,699,480 | 2,488 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,794,388 | 2,120 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,957,066 | 2,108 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,249,732 | 1,964 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,216,706 | 1,913 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,038,590 | 1,941 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $988,854 | 1,930 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $745,231 | 1,810 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,075,921 | 1,908 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $951,467 | 1,915 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,193,798 | 1,928 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $724,502 | 1,838 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $745,146 | 1,853 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $572,939 | 1,984 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $479,286 | 1,800 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $417,098 | 1,733 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $405,666 | 1,770 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $356,794 | 1,711 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||