Position in COKE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$17,373
+$309 QoQ
Shares Held
91
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#534
of 607 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $4,535,339 across 7 Beverages - Non-Alcoholic names. COKE ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
16,807 | $2,275,667 | |
| 2 | KO |
Coca Cola Co
|
27,042 | $2,197,703 | |
| 3 | MNST |
Monster Beverage Corp
|
608 | $29,220 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
91 | $17,373 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
388 | $12,699 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
23 | $2,443 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
8 | $234 |
All Filings in COKE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,373 | 91 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $17,064 | 89 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,643 | 89 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,084 | 69 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,038 | 72 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,450 | 7 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,819 | 7 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,214 | 7 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,595 | 7 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,924 | 7 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,498 | 7 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,454 | 7 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,452 | 7 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,745 | 7 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,074 | 6 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $823 | 2 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,383 | 6 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,987 | 4 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,238 | 2 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||