AWM
COKE icon

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 – 1058
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 – 842
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

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State Street
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DT
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Geode Capital Management
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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