Position in COKE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,276,148
+$104,118 QoQ
Shares Held
11,922
+5.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#189
of 610 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $15,514,587 across 13 Beverages - Non-Alcoholic names. COKE ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
70,648 | $5,741,562 | |
| 2 | PEP |
Pepsico Inc
|
26,736 | $3,620,054 | |
| 3 | MNST |
Monster Beverage Corp
|
62,538 | $3,005,576 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
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|
11,922 | $2,276,148 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
19,648 | $575,293 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
3,523 | $115,307 | |
| 7 | PRMB |
Primo Brands Corp
|
3,069 | $75,006 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
689 | $45,570 |
All Filings in COKE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,276,148 | 11,922 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,172,030 | 11,328 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,715,096 | 17,711 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,370,029 | 20,229 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,203,859 | 19,739 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,887,300 | 1,398 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,679,566 | 1,333 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,699,472 | 1,291 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $287,525 | 265 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $209,909 | 248 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $158,756 | 171 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $6,999 | 11 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,647 | 13 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,166 | 19 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2 | 11 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,764 | 14 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,947 | 7 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $9,937 | 20 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $12,383 | 20 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $9,066 | 23 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $9,248 | 23 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $6,641 | 23 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $9,053 | 34 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $6,739 | 28 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,833 | 8 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,668 | 8 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||