Bay Harbor Wealth Management, LLC
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 1767989
Hunt Valley, MD
Position in COKE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,863
+$179 QoQ
Shares Held
15
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#567
of 607 holders
Holding Since
Jun 2025
5 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, 2026Bay Harbor Wealth Management, LLC holds $179,332 across 6 Beverages - Non-Alcoholic names. COKE ranks #5 (1.6% of the industry book) .
All Filings in COKE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,863 | 15 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $2,684 | 14 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $1,226 | 8 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $585 | 5 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $446 | 4 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||