AWA
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 $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return