Steward Partners Investment Advisory, LLC
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 1723397
STAMFORD, CT
Position in COKE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,814,885
+$1,801,272 QoQ
Shares Held
9,506
+13288.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#210
of 604 holders
Holding Since
Mar 2021
10 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, 2026Steward Partners Investment Advisory, LLC holds $70,237,323 across 13 Beverages - Non-Alcoholic names. COKE ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
444,029 | $36,086,236 | |
| 2 | PEP |
Pepsico Inc
|
166,536 | $22,548,974 | |
| 3 | MNST |
Monster Beverage Corp
|
68,996 | $6,631,895 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
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|
9,506 | $1,814,885 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
11,412 | $1,141,998 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
8,512 | $904,400 | |
| 7 | KDP |
Keurig Dr Pepper Inc.
|
14,123 | $462,245 | |
| 8 | CELH |
Celsius Holdings, Inc.
|
15,488 | $453,488 |
All Filings in COKE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,814,885 | 9,506 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,613 | 71 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $45,990 | 300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $35,148 | 300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,495 | 300 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $40,500 | 30 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $42,839 | 34 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $42,124 | 32 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,720 | 32 | Shares | Sole | 2024-08-08 | |
| 2021-03-31 | $36,097 | 125 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||