Position in COKE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,783,690
+$601,649 QoQ
Shares Held
25,056
+14.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#119
of 607 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 17%
Shared 13%
None 70%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Cerity Partners LLC holds $268,170,801 across 11 Beverages - Non-Alcoholic names. COKE ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
944,926 | $127,942,979 | |
| 2 | KO |
Coca Cola Co
|
1,142,308 | $92,835,369 | |
| 3 | MNST |
Monster Beverage Corp
|
482,084 | $23,168,955 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
353,113 | $11,557,387 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
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|
25,056 | $4,783,690 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
150,050 | $4,393,462 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
16,288 | $1,629,938 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
14,589 | $964,915 |
All Filings in COKE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,783,690 | 25,056 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,182,041 | 21,811 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,978,157 | 19,427 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,622,783 | 13,851 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $843,292 | 7,553 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $707,400 | 524 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $207,898 | 165 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $856,976 | 651 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $218,373 | 258 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||