Position in COKE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,205,858
-$1,665,839 QoQ
Shares Held
58,694
-12.6% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#75
of 610 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Focus Partners Wealth holds $414,220,321 across 8 Beverages - Non-Alcoholic names. COKE ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
1,915,908 | $259,413,943 | |
| 2 | KO |
Coca Cola Co
|
1,384,795 | $112,542,289 | |
| 3 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
159,540 | $15,965,167 | |
| 4 | MNST |
Monster Beverage Corp
|
242,928 | $11,675,119 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
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|
58,694 | $11,205,858 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
76,009 | $2,487,774 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
6,424 | $682,550 | |
| 8 | ZVIA |
Zevia PBC
|
151,915 | $247,621 |
All Filings in COKE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,205,858 | 58,694 | Shares | Sole | 2026-08-12 | |
| 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 | $6,327,450 | 4,687 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $5,914,393 | 4,694 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $6,452,992 | 4,902 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||