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Dynasty Wealth Management, LLC

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 1727599 ST. PETERSBURG, FL

Position in COKE

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$532,284
-$44,469 QoQ
Shares Held
2,788
-7.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#320
of 610 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in COKE Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Dynasty Wealth Management, LLC holds $6,122,116 across 4 Beverages - Non-Alcoholic names. COKE ranks #4 (8.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 COKE
Coca-Cola Consolidated, Inc.
This page
2,788 $532,284

All Filings in COKE

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $532,284 2,788
2026-03-31 $576,753 3,008
2025-12-31 $510,795 3,332
2025-09-30 $331,094 2,826