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

Executive 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
-50
Closed -$1K – 259
2019
Q2 		$1K Hold
50
– – ﹤0.01% 841
2019
Q1 		$1K Hold
50
– – ﹤0.01% 774
2018
Q4 		$1K Buy
+50
New +$926 ﹤0.01% 807

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
Diversified Trust
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Executive Wealth Management sold out of Coca-Cola Consolidated (COKE) in Q3 2019, closing a stake of 50 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in COKE in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 201 funds tracked by Wall St. Rank hold COKE as of Q3 2019.

  • Executive Wealth Management reported no remaining Coca-Cola Consolidated position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 50 Coca-Cola Consolidated shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Coca-Cola Consolidated position peaked at $1K in Q2 2019.
  • 201 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.