Position in COKE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,245
+$2,287 QoQ
Shares Held
17
+240.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#566
of 607 holders
Holding Since
Mar 2024
10 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, 2026Valued Wealth Advisors LLC holds $72,476 across 4 Beverages - Non-Alcoholic names. COKE ranks #4 (4.5% of the industry book) .
All Filings in COKE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,245 | 17 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $958 | 5 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,533 | 10 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,171 | 10 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,116 | 10 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,350 | 1 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,259 | 1 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,316 | 1 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,085 | 1 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $846 | 1 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||