Values First Advisors, Inc.
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 1913608
JOHNSON CITY, TN
Position in COKE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,148,421
+$1,079,472 QoQ
Shares Held
11,253
+101.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#195
of 610 holders
Holding Since
Mar 2023
4 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, 2026Values First Advisors, Inc. holds $3,894,277 across 2 Beverages - Non-Alcoholic names. COKE ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
11,253 | $2,148,421 | |
| 2 | FIZZ |
National Beverage Corp
|
55,957 | $1,745,856 |
All Filings in COKE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,148,421 | 11,253 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,068,949 | 5,575 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $833,492 | 5,437 | Shares | Sole | 2026-01-30 | |
| 2023-03-31 | $2,675 | 5 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||