Position in COKE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,700
-$63 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#540
of 610 holders
Holding Since
Mar 2025
5 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, 2026Clearstead Trust, LLC holds $1,704,575 across 7 Beverages - Non-Alcoholic names. COKE ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
11,487 | $933,548 | |
| 2 | PEP |
Pepsico Inc
|
4,325 | $585,605 | |
| 3 | PRMB |
Primo Brands Corp
|
5,037 | $123,104 | |
| 4 | MNST |
Monster Beverage Corp
|
666 | $32,007 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
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|
77 | $14,700 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
358 | $11,717 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
133 | $3,894 |
All Filings in COKE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,700 | 77 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,763 | 77 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,804 | 77 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,498 | 64 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $4,050 | 3 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||