Position in COKE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$226,042
-$7,676 QoQ
Shares Held
1,184
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#452
of 607 holders
Holding Since
Jun 2022
8 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, 2026AE Wealth Management LLC holds $57,155,647 across 7 Beverages - Non-Alcoholic names. COKE ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
586,172 | $28,171,391 | |
| 2 | PEP |
Pepsico Inc
|
108,664 | $14,713,075 | |
| 3 | KO |
Coca Cola Co
|
160,128 | $13,013,575 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
13,324 | $436,082 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
12,074 | $353,522 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,418 | $241,960 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
1,184 | $226,042 |
All Filings in COKE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,042 | 1,184 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $233,718 | 1,219 | Shares | Other | 2026-05-13 | |
| 2023-12-31 | $318,441 | 343 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $319,432 | 502 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $330,094 | 519 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $280,917 | 525 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $253,105 | 494 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $209,206 | 371 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||