AXXCESS WEALTH MANAGEMENT, LLC

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 1911056 CARLSBAD, CA

Position in COKE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$698,003

+$280,108 QoQ

Shares Held

3,656

+34.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#290

of 607 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Defensive · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $26,078,418 across 4 Beverages - Non-Alcoholic names. COKE ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	180,068	$14,634,126
2	PEP	Pepsico Inc	73,888	$10,004,435
3	MNST	Monster Beverage Corp	15,436	$741,854
4	COKE	Coca-Cola Consolidated, Inc. This page	3,656	$698,003

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$698,003	3,656	+34.1%	Shares	Sole	2026-07-28
2025-12-31	$417,895	2,726	-3.4%	Shares	Sole	2026-02-19
2025-09-30	$330,508	2,821	+28.9%	Shares	Sole	2025-11-07
2025-06-30	$244,401	2,189	+831.5%	Shares	Sole	2025-07-28
2025-03-31	$317,250	235	+25.0%	Shares	Sole	2025-04-30
2024-12-31	$236,878	188	+0.5%	Shares	Sole	2025-02-10
2024-09-30	$246,166	187	-85.2%	Shares	Sole	2024-11-04
2022-06-30	$712,769	1,264	-6.2%	Shares	Sole	2022-08-11
2022-03-31	$669,753	1,348	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.