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Buckingham Strategic Wealth’s Coca-Cola Consolidated COKE Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$484K Buy
4,460
+80
+2% +$7.4K 0.01% 474
2024
Q1 		$371K Hold
4,380
– – ﹤0.01% 536
2023
Q4 		$407K Buy
4,380
+30
+0.7% +$2.17K ﹤0.01% 491
2023
Q3 		$277K Buy
4,350
+10
+0.2% +$665 ﹤0.01% 545
2023
Q2 		$276K Hold
4,340
– – ﹤0.01% 550
2023
Q1 		$222K Hold
4,340
– – ﹤0.01% 545
2022
Q4 		$222K Buy
+4,340
New +$208K ﹤0.01% 547
2022
Q3 		– Sell
-4,490
Closed -$253K – 619
2022
Q2 		$253K Buy
4,490
+150
+3% +$7.83K 0.01% 500
2022
Q1 		$216K Hold
4,340
– – ﹤0.01% 549
2021
Q4 		$269K Buy
+4,340
New +$214K 0.01% 499

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return