WADDELL & ASSOCIATES, LLC

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 1776757 MEMPHIS, TN

Position in COKE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$344,228

+$114,140 QoQ

Shares Held

1,803

+50.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#383

of 607 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $2,699,351 across 4 Beverages - Non-Alcoholic names. COKE ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	14,635	$1,189,386
2	PEP	Pepsico Inc	6,279	$850,176
3	COKE	Coca-Cola Consolidated, Inc. This page	1,803	$344,228
4	MNST	Monster Beverage Corp	6,566	$315,561

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,228	1,803	+50.2%	Shares	Sole	2026-07-15
2026-03-31	$230,088	1,200	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.