EWA
COKE icon

Evolution Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Evolution Wealth 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
2020
Q4 		– Sell
-800
Closed -$19K – 588
2020
Q3 		$19K Buy
800
+50
+7% +$1.25K 0.01% 269
2020
Q2 		$17K Hold
750
– – 0.01% 221
2020
Q1 		$16K Buy
750
+150
+25% +$3.74K 0.01% 165
2019
Q4 		$17K Hold
600
– – ﹤0.01% 241
2019
Q3 		$18K Buy
600
+100
+20% +$3.13K 0.01% 104
2019
Q2 		$15K Buy
+500
New +$15.7K 0.01% 145

Other funds holding COKE

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return