AWM
COKE icon

AE Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

AE Wealth Management’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
2026
Q1 		$234K Buy
+1,219
New +$213K ﹤0.01% 1523
2024
Q1 		– Sell
-3,430
Closed -$289K – 1307
2023
Q4 		$289K Sell
3,430
-1,590
-32% -$115K ﹤0.01% 1722
2023
Q3 		$320K Sell
5,020
-170
-3% -$11.3K ﹤0.01% 1587
2023
Q2 		$330K Sell
5,190
-60
-1% -$3.71K ﹤0.01% 1572
2023
Q1 		$281K Buy
5,250
+310
+6% +$16K ﹤0.01% 1586
2022
Q4 		$253K Buy
+4,940
New +$236K ﹤0.01% 1573
2022
Q3 		– Sell
-3,710
Closed -$209K – 1768
2022
Q2 		$209K Buy
+3,710
New +$194K ﹤0.01% 1579

Other funds holding COKE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return