ACM
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AlphaStar Capital Management’s Coca-Cola Consolidated COKE Stock Holding History

AlphaStar Capital 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
2025
Q3 		– Sell
-2,310
Closed -$258K – 233
2025
Q2 		$258K Buy
+2,310
New +$279K 0.02% 316
2024
Q4 		– Sell
-2,340
Closed -$308K – 241
2024
Q3 		$308K Buy
2,340
+70
+3% +$8.58K 0.02% 306
2024
Q2 		$247K Buy
+2,270
New +$210K 0.02% 279
2022
Q3 		– Sell
-69,050
Closed -$3.89M – 316
2022
Q2 		$3.89M Sell
69,050
-1,720
-2% -$89.8K 0.36% 49
2022
Q1 		$3.52M Sell
70,770
-5,210
-7% -$281K 0.28% 67
2021
Q4 		$4.68M Buy
+75,980
New +$3.75M 0.37% 63

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DT
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First Trust Advisors
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AQR Capital Management
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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return