CREATIVE FINANCIAL DESIGNS INC /ADV
Position in COKE — Coca-Cola Consolidated, Inc.
CIK 819864
KOKOMO, IN
Position in COKE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,328
+$1,839 QoQ
Shares Held
96
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#531
of 607 holders
Holding Since
Jun 2020
16 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,804,783 across 6 Beverages - Non-Alcoholic names. COKE ranks #3 (0.4% of the industry book) .
All Filings in COKE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,328 | 96 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $16,489 | 86 | Shares | Sole | 2026-04-13 | |
| 2023-09-30 | $8,272 | 13 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,268 | 13 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,956 | 13 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,660 | 13 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,352 | 13 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,330 | 13 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,459 | 13 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $8,049 | 13 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $5,124 | 13 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $5,227 | 13 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,754 | 13 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,461 | 13 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $3,128 | 13 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,979 | 13 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||