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

Arcadia 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
2021
Q3 		– Sell
-150
Closed -$812 – 135
2021
Q2 		$812 Buy
+150
New +$5.29K ﹤0.01% 188
2020
Q4 		– Sell
-2,880
Closed -$14.2K – 118
2020
Q3 		$14.2K Buy
+2,880
New +$72.2K 0.01% 64

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arcadia Investment Advisors's COKE Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of Coca-Cola Consolidated (COKE) in Q3 2021, closing a stake of 150 shares — an estimated $812 sold.

Arcadia Investment Advisors first reported a position in COKE in Q3 2020 and held it in 2 quarters. The position peaked at $14.2K in Q3 2020. 237 funds tracked by Wall St. Rank hold COKE as of Q3 2021.

  • Arcadia Investment Advisors reported no remaining Coca-Cola Consolidated position as of Q3 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 150 Coca-Cola Consolidated shares in Q3 2021, an estimated $812.
  • Arcadia Investment Advisors first reported a position in Coca-Cola Consolidated in Q3 2020 and held it in 2 quarters.
  • Arcadia Investment Advisors's Coca-Cola Consolidated position peaked at $14.2K in Q3 2020.
  • 237 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.