Integrated Wealth Concepts LLC

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 1737109 WALTHAM, MA

Position in COKE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,076,216

+$89,522 QoQ

Shares Held

5,637

+9.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#241

of 607 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $43,141,608 across 14 Beverages - Non-Alcoholic names. COKE ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	251,552	$20,443,631
2	PEP	Pepsico Inc	111,205	$15,057,157
3	MNST	Monster Beverage Corp	74,588	$3,584,699
4	KDP	Keurig Dr Pepper Inc.	58,174	$1,904,035
5	COKE	Coca-Cola Consolidated, Inc. This page	5,637	$1,076,216
6	COCO	Vita Coco Company, Inc.	4,312	$285,195
7	KOF	Coca Cola Femsa Sab De CV	2,216	$235,450
8	CELH	Celsius Holdings, Inc.	6,742	$197,405

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,076,216	5,637	+9.5%	Shares	Sole	2026-08-12
2026-03-31	$986,694	5,146	+66.6%	Shares	Other	2026-05-15
2025-12-31	$473,390	3,088	-35.3%	Shares	Other	2026-02-13
2025-09-30	$558,853	4,770	+2.8%	Shares	Sole	2025-11-14
2025-06-30	$517,832	4,638	+1206.5%	Shares	Sole	2025-08-14
2025-03-31	$479,250	355	-5.3%	Shares	Sole	2025-05-15
2024-12-31	$472,496	375	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$489,700	372	-8.8%	Shares	Sole	2024-11-14
2024-06-30	$442,680	408	-3.1%	Shares	Sole	2024-08-14
2024-03-31	$356,338	421	-5.4%	Shares	Sole	2024-05-15
2023-12-31	$413,138	445	+0.2%	Shares	Sole	2024-02-13
2023-09-30	$282,526	444	+0.7%	Shares	Sole	2023-11-15
2023-06-30	$280,484	441	-21.8%	Shares	Sole	2023-08-15
2023-03-31	$301,785	564	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.