Foundations Investment Advisors, LLC

Endowment

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 1743404 PHOENIX, AZ

Position in COKE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$490,855

+$16,491 QoQ

Shares Held

2,571

+3.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#331

of 607 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $10,048,287 across 5 Beverages - Non-Alcoholic names. COKE ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	63,015	$5,121,228
2	PEP	Pepsico Inc	28,711	$3,887,469
3	COKE	Coca-Cola Consolidated, Inc. This page	2,571	$490,855
4	MNST	Monster Beverage Corp	7,150	$343,629
5	CELH	Celsius Holdings, Inc.	7,005	$205,106

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490,855	2,571	+3.9%	Shares	Other	2026-08-14
2026-03-31	$474,364	2,474	+2.8%	Shares	Sole	2026-05-11
2025-12-31	$368,839	2,406	+4.2%	Shares	Other	2026-02-10
2025-09-30	$270,522	2,309	+2.2%	Shares	Sole	2025-11-03
2025-06-30	$252,217	2,259	+869.5%	Shares	Sole	2025-08-08
2025-03-31	$314,550	233	+34.7%	Shares	Sole	2025-05-07
2024-12-31	$217,978	173	-32.7%	Shares	Sole	2025-01-22
2024-03-31	$217,527	257	+1.2%	Shares	Sole	2024-05-13
2023-12-31	$235,813	254	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.