Position in COKE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$903,433
+$4,173 QoQ
Shares Held
4,732
+0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#261
of 607 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $45,911,164 across 12 Beverages - Non-Alcoholic names. COKE ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
206,187 | $27,917,719 | |
| 2 | KO |
Coca Cola Co
|
197,772 | $16,072,930 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
This page
|
4,732 | $903,433 | |
| 4 | MNST |
Monster Beverage Corp
|
11,738 | $564,128 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
10,515 | $344,155 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
572 | $57,240 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
723 | $21,169 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
192 | $20,400 |
All Filings in COKE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,433 | 4,732 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $899,260 | 4,690 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $789,954 | 5,153 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $572,443 | 4,886 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $528,104 | 4,730 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $645,300 | 478 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $588,415 | 467 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $614,758 | 467 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $506,695 | 467 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $395,273 | 467 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $433,562 | 467 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $297,161 | 467 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $297,021 | 467 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $249,882 | 467 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $239,272 | 467 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $192,277 | 467 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $263,341 | 467 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $232,028 | 467 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $289,161 | 467 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $184,082 | 467 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $187,794 | 467 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $134,860 | 467 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $124,348 | 467 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $112,397 | 467 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $107,948 | 471 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $97,383 | 467 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||