Position in COKE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,871,697
+$3,799,250 QoQ
Shares Held
67,131
+13.4% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 73.86453352400531.ToString("F0")%
Shared 0.ToString("F0")%
None 26.135466475994697.ToString("F0")%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Focus Partners Wealth holds $577,213,572 across 8 Beverages - Non-Alcoholic names. COKE ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
2,773,442 | $430,687,808 | |
| 2 | KO |
Coca Cola Co
|
1,398,412 | $106,349,232 | |
| 3 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
159,041 | $14,420,247 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
67,131 | $12,871,697 | |
| 5 | MNST |
Monster Beverage Corp
|
107,723 | $7,805,608 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
168,077 | $4,425,467 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
4,957 | $483,555 | |
| 8 | ZVIA |
Zevia PBC
|
145,264 | $169,958 |
All Filings in COKE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,871,697 | 67,131 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,072,447 | 59,181 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,012,846 | 59,857 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,138,021 | 46,019 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $632,745 | 4,687 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $593,833 | 4,713 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $645,299 | 4,902 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||