de Creative Planning Coca-Cola Consolidated COKE Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 7.11 M | Comprar |
37,258
+4,399
| +13% | +USD 819 k | ﹤0.01% | 1130 |
|
|
2026
Q1 | USD 6.3 M | Comprar |
32,859
+217
| +0.7% | +USD 38 k | ﹤0.01% | 1014 |
|
|
2025
Q4 | USD 5 M | Comprar |
32,642
+3,669
| +13% | +USD 538 k | ﹤0.01% | 1005 |
|
|
2025
Q3 | USD 3.39 M | Comprar |
28,973
+3,733
| +15% | +USD 433 k | ﹤0.01% | 1126 |
|
|
2025
Q2 | USD 2.82 M | Vender |
25,240
-830
| -3% | -USD 100 k | ﹤0.01% | 1075 |
|
|
2025
Q1 | USD 3.52 M | Comprar |
26,070
+650
| +3% | +USD 87.4 k | ﹤0.01% | 853 |
|
|
2024
Q4 | USD 3.2 M | Comprar |
25,420
+70
| +0.3% | +USD 8.76 k | ﹤0.01% | 866 |
|
|
2024
Q3 | USD 3.34 M | Comprar |
25,350
+470
| +2% | +USD 57.6 k | ﹤0.01% | 809 |
|
|
2024
Q2 | USD 2.7 M | Comprar |
24,880
+3,680
| +17% | +USD 341 k | ﹤0.01% | 863 |
|
|
2024
Q1 | USD 1.79 M | Comprar |
21,200
+120
| +0.6% | +USD 10.3 k | ﹤0.01% | 1016 |
|
|
2023
Q4 | USD 1.96 M | Comprar |
21,080
+1,440
| +7% | +USD 104 k | ﹤0.01% | 925 |
|
|
2023
Q3 | USD 1.25 M | Comprar |
19,640
+510
| +3% | +USD 33.9 k | ﹤0.01% | 1061 |
|
|
2023
Q2 | USD 1.22 M | Vender |
19,130
-280
| -1% | -USD 17.3 k | ﹤0.01% | 1037 |
|
|
2023
Q1 | USD 1.04 M | Comprar |
19,410
+110
| +0.6% | +USD 5.68 k | ﹤0.01% | 1061 |
|
|
2022
Q4 | USD 989 k | Comprar |
19,300
+1,200
| +7% | +USD 57.4 k | ﹤0.01% | 1040 |
|
|
2022
Q3 | USD 745 k | Vender |
18,100
-980
| -5% | -USD 48.2 k | ﹤0.01% | 1101 |
|
|
2022
Q2 | USD 1.08 M | Vender |
19,080
-70
| -0.4% | -USD 3.66 k | ﹤0.01% | 943 |
|
|
2022
Q1 | USD 951 k | Vender |
19,150
-130
| -0.7% | -USD 7 k | ﹤0.01% | 1006 |
|
|
2021
Q4 | USD 1.19 M | Comprar |
19,280
+900
| +5% | +USD 44.4 k | ﹤0.01% | 875 |
|
|
2021
Q3 | USD 724 k | Vender |
18,380
-150
| -0.8% | -USD 5.97 k | ﹤0.01% | 1104 |
|
|
2021
Q2 | USD 745 k | Vender |
18,530
-1,310
| -7% | -USD 46.2 k | ﹤0.01% | 1069 |
|
|
2021
Q1 | USD 573 k | Comprar |
19,840
+1,840
| +10% | +USD 50.6 k | ﹤0.01% | 1347 |
|
|
2020
Q4 | USD 479 k | Comprar |
18,000
+670
| +4% | +USD 17 k | ﹤0.01% | 1345 |
|
|
2020
Q3 | USD 417 k | Vender |
17,330
-370
| -2% | -USD 9.27 k | ﹤0.01% | 1229 |
|
|
2020
Q2 | USD 406 k | Comprar |
17,700
+590
| +3% | +USD 13.8 k | ﹤0.01% | 1141 |
|
|
2020
Q1 | USD 357 k | Comprar |
17,110
+540
| +3% | +USD 13.5 k | ﹤0.01% | 1106 |
|
|
2019
Q4 | USD 471 k | Comprar |
16,570
+120
| +0.7% | +USD 3.36 k | ﹤0.01% | 1142 |
|
|
2019
Q3 | USD 500 k | Comprar |
16,450
+10
| +0.1% | +USD 313 | ﹤0.01% | 1063 |
|
|
2019
Q2 | USD 492 k | Vender |
16,440
-60
| -0.4% | -USD 1.88 k | ﹤0.01% | 1085 |
|
|
2019
Q1 | USD 475 k | Comprar |
16,500
+330
| +2% | +USD 7.54 k | ﹤0.01% | 1052 |
|
|
2018
Q4 | USD 287 k | Comprar |
16,170
+10
| +0.1% | +USD 185 | ﹤0.01% | 1254 |
|
|
2018
Q3 | USD 295 k | Comprar |
16,160
+320
| +2% | +USD 5.13 k | ﹤0.01% | 1406 |
|
|
2018
Q2 | USD 214 k | Vender |
15,840
-480
| -3% | -USD 7.08 k | ﹤0.01% | 1602 |
|
|
2018
Q1 | USD 282 k | Vender |
16,320
-1,590
| -9% | -USD 30.4 k | ﹤0.01% | 1377 |
|
|
2017
Q4 | USD 385 k | Comprar |
17,910
+640
| +4% | +USD 13.9 k | ﹤0.01% | 1221 |
|
|
2017
Q3 | USD 373 k | Vender |
17,270
-110
| -0.6% | -USD 2.43 k | ﹤0.01% | 1201 |
|
|
2017
Q2 | USD 398 k | Comprar |
17,380
+10
| +0.1% | +USD 216 | ﹤0.01% | 1141 |
|
|
2017
Q1 | USD 358 k | Comprar |
17,370
+10,040
| +137% | +USD 179 k | ﹤0.01% | 1166 |
|
|
2016
Q4 | USD 131 k | Comprar |
7,330
+700
| +11% | +USD 11 k | ﹤0.01% | 1680 |
|
|
2016
Q3 | USD 98 k | Mantener |
6,630
| – | – | ﹤0.01% | 1861 |
|
|
2016
Q2 | USD 98 k | Comprar |
6,630
+110
| +2% | +USD 1.61 k | ﹤0.01% | 1690 |
|
|
2016
Q1 | USD 104 k | Mantener |
6,520
| – | – | ﹤0.01% | 1604 |
|
|
2015
Q4 | USD 119 k | Mantener |
6,520
| – | – | ﹤0.01% | 1525 |
|
|
2015
Q3 | USD 126 k | Comprar |
+6,520
| Nuevas | +USD 106 k | ﹤0.01% | 1455 |
|
|
2015
Q2 | – | Vender |
-5,350
| Cerradas | -USD 61 k | – | 1450 |
|
|
2015
Q1 | USD 61 k | Mantener |
5,350
| – | – | ﹤0.01% | 1874 |
|
|
2014
Q4 | USD 47 k | Comprar |
5,350
+510
| +11% | +USD 4.4 k | ﹤0.01% | 2043 |
|
|
2014
Q3 | USD 36 k | Comprar |
4,840
+2,030
| +72% | +USD 15 k | ﹤0.01% | 2144 |
|
|
2014
Q2 | USD 21 k | Vender |
2,810
-1,200
| -30% | -USD 9.37 k | ﹤0.01% | 2447 |
|
|
2014
Q1 | USD 34 k | Comprar |
4,010
+2,010
| +101% | +USD 15.4 k | ﹤0.01% | 2045 |
|
|
2013
Q4 | USD 15 k | Mantener |
2,000
| – | – | ﹤0.01% | 2348 |
|
|
2013
Q3 | USD 13 k | Comprar |
+2,000
| Nuevas | +USD 12.7 k | ﹤0.01% | 2310 |
|
Otros fondos que tienen COKE en su cartera
Posición de Creative Planning en COKE: resumen de T2 2026
Creative Planning aumentó su participación en Coca-Cola Consolidated (COKE) en 13% durante T2 2026, al comprar aproximadamente USD 819 k y elevar la posición a 37,258 acciones con un valor de USD 7.11 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1130.
Creative Planning reportó por primera vez una posición en COKE en T3 2013 y la ha mantenido durante 51 trimestres desde entonces. Al cierre de T2 2026, 613 fondos que sigue Wall St. Rank mantienen una posición en COKE.
- Al cierre de T2 2026, Creative Planning tenía 37,258 acciones de Coca-Cola Consolidated con un valor de USD 7.11 M.
- Creative Planning compró 4,399 acciones de Coca-Cola Consolidated en T2 2026, por un monto estimado de USD 819 k.
- Coca-Cola Consolidated representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1130.
- Creative Planning reportó por primera vez una posición en Coca-Cola Consolidated en T3 2013 y la ha mantenido durante 51 trimestres desde entonces.
- Al cierre de T2 2026, 613 fondos que sigue Wall St. Rank tenían Coca-Cola Consolidated en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.