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Alera Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-100
Closed -$3K – 271
2019
Q1 		$3K Hold
100
– – ﹤0.01% 721
2018
Q4 		$2K Buy
+100
New +$1.85K ﹤0.01% 736

Other funds holding COKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's COKE Position: Q2 2019 in Review

Alera Investment Advisors sold out of Coca-Cola Consolidated (COKE) in Q2 2019, closing a stake of 100 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in COKE in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 197 funds tracked by Wall St. Rank hold COKE as of Q2 2019.

  • Alera Investment Advisors reported no remaining Coca-Cola Consolidated position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 100 Coca-Cola Consolidated shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Coca-Cola Consolidated in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Coca-Cola Consolidated position peaked at $3K in Q1 2019.
  • 197 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.