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AWS
Atria Wealth Solutions’s
Coca-Cola Consolidated
COKE
Stock Holding History
Atria Wealth Solutions’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
Q2
–
Sell
-10,650
Closed
-$1.44M
–
1530
2025
Q1
$1.44M
Sell
10,650
-40
-0.4%
-$5.38K
0.02%
745
2024
Q4
$1.35M
Sell
10,690
-6,490
-38%
-$813K
0.01%
806
2024
Q3
$2.26M
Buy
17,180
+2,290
+15%
+$281K
0.02%
589
2024
Q2
$1.62M
Buy
14,890
+260
+2%
+$24.1K
0.02%
705
2024
Q1
$1.24M
Sell
14,630
-490
-3%
-$42.2K
0.01%
818
2023
Q4
$1.4M
Buy
15,120
+310
+2%
+$22.4K
0.02%
737
2023
Q3
$943K
Buy
14,810
+1,110
+8%
+$73.8K
0.01%
840
2023
Q2
$871K
Buy
13,700
+700
+5%
+$43.3K
0.01%
899
2023
Q1
$695K
Buy
13,000
+1,130
+10%
+$58.4K
0.01%
968
2022
Q4
$608K
Buy
11,870
+5,600
+89%
+$268K
0.01%
986
2022
Q3
$258K
Hold
6,270
–
–
﹤0.01%
1394
2022
Q2
$354K
Sell
6,270
-300
-5%
-$15.7K
0.01%
1133
2022
Q1
$326K
Buy
+6,570
New
+$354K
0.01%
1275
Other funds holding COKE
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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