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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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evolution Wealth Advisors's COKE Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Coca-Cola Consolidated (COKE) in Q4 2020, closing a stake of 800 shares — an estimated $19K sold.

Evolution Wealth Advisors first reported a position in COKE in Q2 2019 and held it in 6 quarters. The position peaked at $19K in Q3 2020. 195 funds tracked by Wall St. Rank hold COKE as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Coca-Cola Consolidated position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 800 Coca-Cola Consolidated shares in Q4 2020, an estimated $19K.
  • Evolution Wealth Advisors first reported a position in Coca-Cola Consolidated in Q2 2019 and held it in 6 quarters.
  • Evolution Wealth Advisors's Coca-Cola Consolidated position peaked at $19K in Q3 2020.
  • 195 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.