Simplicity Wealth,LLC

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 1913243 SUMMIT, NJ

Position in COKE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$375,539

New position

Shares Held

1,967

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#369

of 607 holders

Holding Since

Jun 2026

1 quarter on record

Consumer Defensive · as of Jun 30, 2026

Simplicity Wealth,LLC holds $11,717,774 across 5 Beverages - Non-Alcoholic names. COKE ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	84,473	$6,865,120
2	PEP	Pepsico Inc	22,816	$3,089,286
3	MNST	Monster Beverage Corp	18,356	$882,189
4	COCO	Vita Coco Company, Inc.	7,645	$505,640
5	COKE	Coca-Cola Consolidated, Inc. This page	1,967	$375,539

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,539	1,967	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.