Independent Advisor Alliance
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 1696899
CHARLOTTE, NC
Position in COKE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,940,128
-$62,020 QoQ
Shares Held
10,162
-2.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#204
of 607 holders
Holding Since
Mar 2020
25 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, 2026Independent Advisor Alliance holds $32,838,832 across 4 Beverages - Non-Alcoholic names. COKE ranks #3 (5.9% of the industry book) .
All Filings in COKE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,940,128 | 10,162 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,002,148 | 10,442 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,609,036 | 10,496 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,226,078 | 10,465 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,171,989 | 10,497 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,476,900 | 1,094 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,232,269 | 978 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,267,692 | 963 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,052,450 | 970 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $796,471 | 941 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $865,268 | 932 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $621,048 | 976 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $610,579 | 960 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $521,703 | 975 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $380,850 | 925 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $481,570 | 854 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $424,309 | 854 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $538,076 | 869 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $340,965 | 865 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $357,895 | 890 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $252,682 | 875 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $232,986 | 875 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $229,849 | 955 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $230,794 | 1,007 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $209,989 | 1,007 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||