Arkadios Wealth Advisors
COKE icon

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

Arkadios 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
2025
Q1 		– Sell
-3,700
Closed -$466K – 1141
2024
Q4 		$466K Buy
+3,700
New +$463K 0.03% 572
2021
Q4 		– Sell
-510
Closed -$20K – 794
2021
Q3 		$20K Hold
510
– – ﹤0.01% 1209
2021
Q2 		$20K Hold
510
– – ﹤0.01% 1280
2021
Q1 		$14K Buy
510
+360
+240% +$9.89K ﹤0.01% 1077
2020
Q4 		$3K Hold
150
– – ﹤0.01% 1192
2020
Q3 		$3.81K Hold
150
– – ﹤0.01% 883
2020
Q2 		$3.42K Hold
150
– – ﹤0.01% 825
2020
Q1 		$3.13K Hold
150
– – ﹤0.01% 861
2019
Q4 		$4.31K Buy
+150
New +$4.2K ﹤0.01% 719

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arkadios Wealth Advisors's COKE Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of Coca-Cola Consolidated (COKE) in Q1 2025, closing a stake of 3,700 shares — an estimated $466K sold.

Arkadios Wealth Advisors first reported a position in COKE in Q4 2019 and held it in 9 quarters. The position peaked at $466K in Q4 2024. 466 funds tracked by Wall St. Rank hold COKE as of Q1 2025.

  • Arkadios Wealth Advisors reported no remaining Coca-Cola Consolidated position as of Q1 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,700 Coca-Cola Consolidated shares in Q1 2025, an estimated $466K.
  • Arkadios Wealth Advisors first reported a position in Coca-Cola Consolidated in Q4 2019 and held it in 9 quarters.
  • Arkadios Wealth Advisors's Coca-Cola Consolidated position peaked at $466K in Q4 2024.
  • 466 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.