LRI Investments, LLC
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in COKE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$15,273
-$13,488 QoQ
Shares Held
80
-46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#537
of 607 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $5,309,514 across 10 Beverages - Non-Alcoholic names. COKE ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
49,997 | $4,063,256 | |
| 2 | PEP |
Pepsico Inc
|
6,775 | $917,335 | |
| 3 | MNST |
Monster Beverage Corp
|
2,912 | $139,950 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
3,811 | $124,734 | |
| 5 | PRMB |
Primo Brands Corp
|
1,914 | $46,778 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
80 | $15,273 | |
| 7 | ZVIA |
Zevia PBC
|
1,000 | $1,630 | |
| 8 | FIZZ |
National Beverage Corp
|
9 | $280 |
All Filings in COKE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,273 | 80 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $28,761 | 150 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $22,995 | 150 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,574 | 150 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,747 | 150 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $20,250 | 15 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $18,899 | 15 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,746 | 15 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $16,275 | 15 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $12,696 | 15 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||