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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckingham Strategic Wealth's COKE Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Coca-Cola Consolidated (COKE) stake by 1.8% in Q2 2024, buying an estimated $7.4K and bringing the position to 4,460 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #474.

Buckingham Strategic Wealth first reported a position in COKE in Q4 2021 and has held it in 10 quarters since. 415 funds tracked by Wall St. Rank hold COKE as of Q2 2024.

Buckingham Strategic Wealth held 4,460 shares of Coca-Cola Consolidated worth $484K as of Q2 2024.
Buckingham Strategic Wealth bought 80 Coca-Cola Consolidated shares in Q2 2024, an estimated $7.4K.
Coca-Cola Consolidated made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #474 holding.
Buckingham Strategic Wealth first reported a position in Coca-Cola Consolidated in Q4 2021 and has held it in 10 quarters since.
415 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.