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Avior Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Avior Wealth 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
Q1 		– Sell
-30
Closed -$3.78K – 1057
2024
Q4 		$3.78K Hold
30
– – ﹤0.01% 1962
2024
Q3 		$3.95K Hold
30
– – ﹤0.01% 1853
2024
Q2 		$3.25K Sell
30
-10
-25% -$926 ﹤0.01% 1846
2024
Q1 		$3.38K Buy
+40
New +$3.45K ﹤0.01% 2177
2019
Q2 		– Sell
-50
Closed -$1K – 841
2019
Q1 		$1K Hold
50
– – ﹤0.01% 618
2018
Q4 		$0 Hold
50
– – ﹤0.01% 714
2018
Q3 		$1K Hold
50
– – ﹤0.01% 700
2018
Q2 		$1K Hold
50
– – ﹤0.01% 740
2018
Q1 		$1K Hold
50
– – ﹤0.01% 716
2017
Q4 		$1K Buy
+50
New +$1.09K ﹤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 $3.37T AUM 44.26% 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 $1.88T 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

Avior Wealth Management's COKE Position: Q1 2025 in Review

Avior Wealth Management sold out of Coca-Cola Consolidated (COKE) in Q1 2025, closing a stake of 30 shares — an estimated $3.78K sold.

Avior Wealth Management first reported a position in COKE in Q4 2017 and held it in 10 quarters. The position peaked at $3.95K in Q3 2024. 466 funds tracked by Wall St. Rank hold COKE as of Q1 2025.

  • Avior Wealth Management reported no remaining Coca-Cola Consolidated position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 30 Coca-Cola Consolidated shares in Q1 2025, an estimated $3.78K.
  • Avior Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2017 and held it in 10 quarters.
  • Avior Wealth Management's Coca-Cola Consolidated position peaked at $3.95K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.