Bell Investment Advisors, Inc
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 1890149
ORINDA, CA
Position in COKE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,546
-$41 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#550
of 607 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $648,284 across 9 Beverages - Non-Alcoholic names. COKE ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
5,794 | $470,878 | |
| 2 | PEP |
Pepsico Inc
|
625 | $84,625 | |
| 3 | MNST |
Monster Beverage Corp
|
1,262 | $60,651 | |
| 4 | PRMB |
Primo Brands Corp
|
475 | $11,609 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
50 | $9,546 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
135 | $4,418 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
30 | $3,187 | |
| 8 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
29 | $2,902 |
All Filings in COKE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,546 | 50 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,587 | 50 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,665 | 50 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $5,858 | 50 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $5,582 | 50 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,750 | 5 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $6,299 | 5 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,898 | 6 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,510 | 6 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,078 | 6 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,570 | 6 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,454 | 7 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,452 | 7 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,210 | 6 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,561 | 5 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,058 | 5 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,819 | 5 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $3,095 | 5 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,576 | 4 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||