EVOLVE PRIVATE WEALTH, LLC
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 2111131
LOS ANGELES, CA
Position in COKE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,873,957
+$680,336 QoQ
Shares Held
20,291
+21.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#135
of 610 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in COKE Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $6,916,269 across 5 Beverages - Non-Alcoholic names. COKE ranks #1 (56.0% of the industry book) .
All Filings in COKE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,873,957 | 20,291 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,193,621 | 16,656 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,625,109 | 17,124 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||