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Cetera Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Cetera 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
2024
Q1 		$356K Buy
4,200
+140
+3% +$12.1K ﹤0.01% 1825
2023
Q4 		$377K Buy
4,060
+80
+2% +$5.79K 0.01% 1289
2023
Q3 		$254K Buy
+3,980
New +$265K ﹤0.01% 1411

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 Advisors's COKE Position: Q1 2024 in Review

Cetera Advisors increased its Coca-Cola Consolidated (COKE) stake by 3.4% in Q1 2024, buying an estimated $12.1K and bringing the position to 4,200 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Cetera Advisors first reported a position in COKE in Q3 2023 and has held it in 3 quarters since. The position peaked at $377K in Q4 2023. 366 funds tracked by Wall St. Rank hold COKE as of Q1 2024.

  • Cetera Advisors held 4,200 shares of Coca-Cola Consolidated worth $356K as of Q1 2024.
  • Cetera Advisors bought 140 Coca-Cola Consolidated shares in Q1 2024, an estimated $12.1K.
  • Coca-Cola Consolidated made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1825 holding.
  • Cetera Advisors first reported a position in Coca-Cola Consolidated in Q3 2023 and has held it in 3 quarters since.
  • Cetera Advisors's Coca-Cola Consolidated position peaked at $377K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2024.

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