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Equibles

Caldwell Trust Co

Bank

Position in COKE — Coca-Cola Consolidated, Inc.

CIK 2080218 Venice, FL
Back to COKE Full portfolio

Position in COKE

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$238,650
-$1,025 QoQ
Shares Held
1,250
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#435
of 607 holders
Holding Since
Mar 2020
26 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, 2026

Caldwell Trust Co holds $8,539,429 across 5 Beverages - Non-Alcoholic names. COKE ranks #3 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KO
Coca Cola Co
 53,360 $4,336,567
2 PEP
Pepsico Inc
 28,259 $3,826,268
3 COKE
Coca-Cola Consolidated, Inc.
This page 		1,250 $238,650
4 MNST
Monster Beverage Corp
 2,700 $129,762
5 KDP
Keurig Dr Pepper Inc.
 250 $8,182

All Filings in COKE

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $238,650 1,250
2026-03-31 $239,675 1,250
2025-12-31 $191,625 1,250
2025-09-30 $146,450 1,250
2025-06-30 $139,562 1,250
2025-03-31 $168,750 125
2024-12-31 $157,498 125
2024-09-30 $164,550 125
2024-06-30 $135,625 125
2024-03-31 $105,801 125
2023-12-31 $116,050 125
2023-09-30 $79,540 125
2023-06-30 $79,502 125
2023-03-31 $66,885 125
2022-12-31 $64,045 125
2022-09-30 $51,466 125
2022-06-30 $70,487 125
2022-03-31 $62,106 125
2021-12-31 $77,398 125
2021-09-30 $49,272 125
2021-06-30 $50,266 125
2021-03-31 $36,097 125
2020-12-31 $33,283 125
2020-09-30 $30,085 125
2020-06-30 $28,648 125
2020-03-31 $26,066 125

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