Creative Planning

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in COKE

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$6,300,384

+$1,296,366 QoQ

Shares Held

32,859

+0.7% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.2647676435679723.ToString("F0")% Shared 0.ToString("F0")% None 99.73523235643202.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Creative Planning holds $363,490,227 across 13 Beverages - Non-Alcoholic names. COKE ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	2,321,669	$176,562,927
2	PEP	Pepsico Inc	885,786	$137,553,707
3	MNST	Monster Beverage Corp	246,832	$17,885,446
4	KDP	Keurig Dr Pepper Inc.	300,333	$7,907,767
5	COKE	Coca-Cola Consolidated, Inc. This page	32,859	$6,300,384
6	FIZZ	National Beverage Corp	161,006	$5,417,851
7	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	54,326	$4,925,738
8	KOF	Coca Cola Femsa Sab De CV	32,416	$3,162,180

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,300,384	32,859	+0.7%	Shares	Sole	2026-05-12
2025-12-31	$5,004,018	32,642	+12.7%	Shares	Sole	2026-02-17
2025-09-30	$3,394,476	28,973	+14.8%	Shares	Sole	2025-11-14
2025-06-30	$2,818,046	25,240	+868.2%	Shares	Sole	2025-08-08
2025-03-31	$351,945	2,607	+2.6%	Shares	Sole	2025-05-15
2024-12-31	$320,288	2,542	+0.3%	Shares	Defined	2025-02-14
2024-09-30	$333,706	2,535	+1.9%	Shares	Defined	2024-10-11
2024-06-30	$269,948	2,488	+17.4%	Shares	Defined	2024-08-15
2024-03-31	$179,438	2,120	+0.6%	Shares	Defined	2024-05-13
2023-12-31	$195,706	2,108	+7.3%	Shares	Defined	2024-02-14
2023-09-30	$124,973	1,964	+2.7%	Shares	Sole	2023-11-16
2023-06-30	$121,670	1,913	-1.4%	Shares	Sole	2023-07-21
2023-03-31	$103,859	1,941	+0.6%	Shares	Sole	2023-05-15
2022-12-31	$98,885	1,930	+6.6%	Shares	Sole	2023-02-10
2022-09-30	$74,523	1,810	-5.1%	Shares	Sole	2022-11-03
2022-06-30	$107,592	1,908	-0.4%	Shares	Sole	2022-08-15
2022-03-31	$95,146	1,915	-0.7%	Shares	Sole	2022-05-16
2021-12-31	$119,379	1,928	+4.9%	Shares	Sole	2022-02-11
2021-09-30	$72,450	1,838	-0.8%	Shares	Sole	2021-11-10
2021-06-30	$74,514	1,853	-6.6%	Shares	Sole	2021-08-04
2021-03-31	$57,293	1,984	+10.2%	Shares	Sole	2021-04-30
2020-12-31	$47,928	1,800	+3.9%	Shares	Sole	2021-01-29
2020-09-30	$41,709	1,733	-2.1%	Shares	Sole	2020-11-05
2020-06-30	$40,566	1,770	+3.4%	Shares	Sole	2020-07-23
2020-03-31	$35,679	1,711	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.