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Cetera Advisor Networks’s Coca-Cola Consolidated COKE Stock Holding History

Cetera Advisor Networks’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
Q1 		$205K Buy
+2,420
New +$209K ﹤0.01% 2577
2020
Q3 		– Sell
-1,360
Closed -$31K – 1542
2020
Q2 		$31K Buy
+1,360
New +$31.8K ﹤0.01% 2161

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cetera Advisor Networks's COKE Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Coca-Cola Consolidated (COKE) in Q1 2024: 2,420 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #2577 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in COKE as recently as Q2 2020.

Cetera Advisor Networks first reported a position in COKE in Q2 2020 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold COKE as of Q1 2024.

  • Cetera Advisor Networks held 2,420 shares of Coca-Cola Consolidated worth $205K as of Q1 2024.
  • Coca-Cola Consolidated was a new Cetera Advisor Networks position in Q1 2024.
  • Coca-Cola Consolidated made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2577 holding.
  • Cetera Advisor Networks first reported a position in Coca-Cola Consolidated in Q2 2020 and has held it in 2 quarters since.
  • 366 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.