Corient Private Wealth LLC

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 1948780 MIAMI, FL

Position in COKE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,341,912

+$109,711 QoQ

Shares Held

12,214

-16.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 84.8937057107128.ToString("F0")% Shared 0.ToString("F0")% None 15.106294289287202.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Corient Private Wealth LLC holds $635,591,224 across 11 Beverages - Non-Alcoholic names. COKE ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	2,392,878	$371,590,024
2	KO	Coca Cola Co	2,905,584	$220,969,663
3	MNST	Monster Beverage Corp	434,278	$31,467,783
4	KDP	Keurig Dr Pepper Inc.	127,406	$3,354,598
5	COKE	Coca-Cola Consolidated, Inc. This page	12,214	$2,341,912
6	COCO	Vita Coco Company, Inc.	48,654	$2,331,013
7	KOF	Coca Cola Femsa Sab De CV	11,953	$1,166,015
8	FIZZ	National Beverage Corp	33,286	$1,120,073

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,341,912	12,214	-16.1%	Shares	Sole	2026-05-15
2025-12-31	$2,232,201	14,561	+6.7%	Shares	Sole	2026-03-09
2025-09-30	$1,598,296	13,642	-3.5%	Shares	Sole	2025-11-14
2025-06-30	$1,578,172	14,135	+931.8%	Shares	Sole	2025-08-15
2025-03-31	$184,950	1,370	+9.1%	Shares	Sole	2025-05-14
2024-12-31	$158,254	1,256	-32.6%	Shares	Sole	2025-02-10
2024-09-30	$245,376	1,864	+25.6%	Shares	Sole	2024-11-12
2024-06-30	$161,014	1,484	-6.2%	Shares	Sole	2024-08-13
2024-03-31	$133,902	1,582	+31.5%	Shares	Sole	2024-05-09
2023-12-31	$111,686	1,203	+98.2%	Shares	Sole	2024-02-09
2023-09-30	$38,624	607	-36.2%	Shares	Sole	2023-11-03
2023-06-30	$60,485	951	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.