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

BDO 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
2021
Q2 		– Sell
-20
Closed -$1K – 1122
2021
Q1 		$1K Hold
20
– – ﹤0.01% 1048
2020
Q4 		$1K Hold
20
– – ﹤0.01% 827
2020
Q3 		$0 Buy
+20
New +$501 ﹤0.01% 881

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BDO Wealth Advisors's COKE Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Coca-Cola Consolidated (COKE) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in COKE in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 225 funds tracked by Wall St. Rank hold COKE as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Coca-Cola Consolidated position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 20 Coca-Cola Consolidated shares in Q2 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Coca-Cola Consolidated in Q3 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Coca-Cola Consolidated position peaked at $1K in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.