Position in COKE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$315,972
-$402,669 QoQ
Shares Held
1,655
-55.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#394
of 610 holders
Holding Since
Sep 2022
16 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, 2026Larson Financial Group LLC holds $10,973,505 across 13 Beverages - Non-Alcoholic names. COKE ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
36,708 | $4,970,263 | |
| 2 | KO |
Coca Cola Co
|
52,606 | $4,275,289 | |
| 3 | MNST |
Monster Beverage Corp
|
13,742 | $660,440 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
4,540 | $454,317 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
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|
1,655 | $315,972 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
3,041 | $99,531 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2,964 | $86,785 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
1,042 | $68,917 |
All Filings in COKE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,972 | 1,655 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $718,641 | 3,748 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $652,138 | 4,254 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $570,100 | 4,866 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $460,221 | 4,122 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $480,600 | 356 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $354,057 | 281 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $410,716 | 312 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $185,535 | 171 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $146,428 | 173 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $162,470 | 175 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $112,628 | 177 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $48,337 | 76 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $40,666 | 76 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $38,939 | 76 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $10,293 | 25 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||