Position in COKE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,287,373
+$77,302 QoQ
Shares Held
6,743
+6.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
of 607 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Lido Advisors, LLC holds $83,968,067 across 8 Beverages - Non-Alcoholic names. COKE ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
410,679 | $33,375,880 | |
| 2 | PEP |
Pepsico Inc
|
212,417 | $28,761,261 | |
| 3 | MNST |
Monster Beverage Corp
|
386,950 | $18,596,816 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
6,743 | $1,287,373 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
30,968 | $1,013,582 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
3,648 | $365,054 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
10,411 | $304,834 | |
| 8 | PRMB |
Primo Brands Corp
|
10,772 | $263,267 |
All Filings in COKE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,287,373 | 6,743 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,210,071 | 6,311 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $894,965 | 5,838 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $683,745 | 5,836 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $652,370 | 5,843 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $618,300 | 458 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $572,035 | 454 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $596,329 | 453 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $491,505 | 453 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $384,270 | 454 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $431,705 | 465 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $404,698 | 636 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $273,488 | 430 | Shares | Sole | 2023-08-09 | |
| 2022-03-31 | $414,372 | 834 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||