DWM
COKE icon

Doyle Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-1,010
Closed -$30K – 301
2019
Q2 		$30K Buy
+1,010
New +$31.6K ﹤0.01% 451
2019
Q1 		– Sell
-1,010
Closed -$18K – 291
2018
Q4 		$18K Buy
+1,010
New +$18.7K ﹤0.01% 525

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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Doyle Wealth Management's COKE Position: Q3 2019 in Review

Doyle Wealth Management sold out of Coca-Cola Consolidated (COKE) in Q3 2019, closing a stake of 1,010 shares — an estimated $30K sold.

Doyle Wealth Management first reported a position in COKE in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q2 2019. 201 funds tracked by Wall St. Rank hold COKE as of Q3 2019.

  • Doyle Wealth Management reported no remaining Coca-Cola Consolidated position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,010 Coca-Cola Consolidated shares in Q3 2019, an estimated $30K.
  • Doyle Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Coca-Cola Consolidated position peaked at $30K in Q2 2019.
  • 201 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.