Position in COKE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,519,275
-$95,595 QoQ
Shares Held
39,216
-21.1% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 99.90310077519379.ToString("F0")%
Shared 0.ToString("F0")%
None 0.09689922480620156.ToString("F0")%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Horizon Investments, LLC holds $58,936,980 across 7 Beverages - Non-Alcoholic names. COKE ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
322,227 | $24,505,363 | |
| 2 | PEP |
Pepsico Inc
|
117,082 | $18,181,663 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
39,216 | $7,519,275 | |
| 4 | MNST |
Monster Beverage Corp
|
96,086 | $6,962,391 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
42,310 | $1,114,022 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
7,212 | $653,912 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
10 | $354 |
All Filings in COKE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,519,275 | 39,216 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,614,870 | 49,673 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $351 | 3 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,233 | 20 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $270 | 2 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $251 | 2 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $263 | 2 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $217 | 2 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $169 | 2 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $92 | 1 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $63 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $63 | 1 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||