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Acorn Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Acorn Wealth Advisors’s Portfolio COKE Stock Details COKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-90
Closed -$2K – 577
2018
Q1 		$2K Hold
90
– – ﹤0.01% 717
2017
Q4 		$2K Buy
+90
New +$1.96K ﹤0.01% 691

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorn Wealth Advisors's COKE Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Coca-Cola Consolidated (COKE) in Q2 2018, closing a stake of 90 shares — an estimated $2K sold.

Acorn Wealth Advisors first reported a position in COKE in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 149 funds tracked by Wall St. Rank hold COKE as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Coca-Cola Consolidated position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 90 Coca-Cola Consolidated shares in Q2 2018, an estimated $2K.
  • Acorn Wealth Advisors first reported a position in Coca-Cola Consolidated in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Coca-Cola Consolidated position peaked at $2K in Q1 2018.
  • 149 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.