EP Wealth Advisors, LLC

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 1540569 TORRANCE, CA

Position in COKE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$944,099

-$77,683 QoQ

Shares Held

4,945

-7.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#259

of 610 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $69,300,221 across 5 Beverages - Non-Alcoholic names. COKE ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	371,842	$50,347,406
2	KO	Coca Cola Co	144,275	$11,725,229
3	MNST	Monster Beverage Corp	125,864	$6,049,023
4	COKE	Coca-Cola Consolidated, Inc. This page	4,945	$944,099
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,343	$234,464

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$944,099	4,945	-7.2%	Shares	Sole	2026-08-12
2026-03-31	$1,021,782	5,329	-4.2%	Shares	Sole	2026-05-14
2025-12-31	$852,348	5,560	-1.2%	Shares	Sole	2026-02-18
2025-06-30	$628,366	5,628	+855.5%	Shares	Sole	2025-08-14
2025-03-31	$795,150	589	+0.5%	Shares	Sole	2025-05-15
2024-12-31	$738,354	586	-4.2%	Shares	Sole	2025-02-14
2024-09-30	$805,636	612	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.