Position in COKE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$22,910
-$28,859 QoQ
Shares Held
120
-55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#523
of 607 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $2,464,366 across 6 Beverages - Non-Alcoholic names. COKE ranks #5 (0.9% of the industry book) .
All Filings in COKE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,910 | 120 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $51,769 | 270 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,082 | 131 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $29,407 | 251 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $61,072 | 547 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $93,150 | 69 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $40,319 | 32 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $42,124 | 32 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $36,890 | 34 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,081 | 19 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $20,424 | 22 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,543 | 37 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $46,429 | 73 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,447 | 27 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $10,759 | 21 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,175 | 15 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $121,238 | 215 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $52,169 | 105 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $72,445 | 117 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $29,563 | 75 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $30,159 | 75 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,000 | 87 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||