KINGSWOOD WEALTH ADVISORS, LLC
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 1987855
SAN DIEGO, CA
Position in COKE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,620,910
+$10,294 QoQ
Shares Held
8,490
+1.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#217
of 610 holders
Holding Since
Sep 2024
8 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $11,228,469 across 5 Beverages - Non-Alcoholic names. COKE ranks #3 (14.4% of the industry book) .
All Filings in COKE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,620,910 | 8,490 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,610,616 | 8,400 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,285,727 | 8,387 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $990,002 | 8,450 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $943,665 | 8,452 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,152,900 | 854 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $1,072,251 | 851 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,130,787 | 859 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||