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CAPTRUST FINANCIAL ADVISORS: COKE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on COKE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 423,429 COKE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 423,429 shares
    Change vs previous 13F +53,355 shares

    0.12% of the 13F portfolio, value $80,841,125.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 370,074 shares
    Change vs previous 13F +360,319 shares

    0.12% of the 13F portfolio, value $70,951,193.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,755 shares
    Change vs previous 13F -262 shares

    <0.01% of the 13F portfolio, value $1,495,515.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,017 shares
    Change vs previous 13F +3,864 shares

    <0.01% of the 13F portfolio, value $1,173,644.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,153 shares
    Change vs previous 13F +5,638 shares

    <0.01% of the 13F portfolio, value $686,991.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 515 shares
    Change vs previous 13F +85 shares

    <0.01% of the 13F portfolio, value $695,734.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 430 shares
    Change vs previous 13F -71 shares

    <0.01% of the 13F portfolio, value $542,213.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 501 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $659,910.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).