Position in COKE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$419,260
+$116,120 QoQ
Shares Held
2,196
+38.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 607 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026HB Wealth Management, LLC holds $81,202,731 across 8 Beverages - Non-Alcoholic names. COKE ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
691,443 | $56,193,572 | |
| 2 | PEP |
Pepsico Inc
|
148,180 | $20,063,572 | |
| 3 | MNST |
Monster Beverage Corp
|
42,324 | $2,034,091 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
35,222 | $1,152,816 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
18,958 | $555,090 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
5,450 | $545,381 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
2,196 | $419,260 | |
| 8 | PRMB |
Primo Brands Corp
|
9,777 | $238,949 |
All Filings in COKE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,260 | 2,196 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $303,140 | 1,581 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||