Performance Wealth Partners, LLC

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 1908765 HINSDALE, IL

Position in COKE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$240,177

+$502 QoQ

Shares Held

1,258

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#434

of 607 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $4,253,488 across 4 Beverages - Non-Alcoholic names. COKE ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	42,151	$3,425,611
2	PEP	Pepsico Inc	2,800	$379,120
3	COKE	Coca-Cola Consolidated, Inc. This page	1,258	$240,177
4	MNST	Monster Beverage Corp	4,340	$208,580

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,177	1,258	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$239,675	1,250	—	Shares	Sole	2026-04-10
No filing history on record for this holder in this stock.