Financial Engines Advisors
COKE icon

Financial Engines Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Financial Engines 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
Q2 		– Sell
-7,120
Closed -$603K – 355
2024
Q1 		$603K Buy
+7,120
New +$614K ﹤0.01% 235

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Engines Advisors's COKE Position: Q2 2024 in Review

Financial Engines Advisors sold out of Coca-Cola Consolidated (COKE) in Q2 2024, closing a stake of 7,120 shares — an estimated $603K sold.

Financial Engines Advisors first reported a position in COKE in Q1 2024 and held it in 1 quarter. The position peaked at $603K in Q1 2024. 414 funds tracked by Wall St. Rank hold COKE as of Q2 2024.

  • Financial Engines Advisors reported no remaining Coca-Cola Consolidated position as of Q2 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 7,120 Coca-Cola Consolidated shares in Q2 2024, an estimated $603K.
  • Financial Engines Advisors first reported a position in Coca-Cola Consolidated in Q1 2024 and held it in 1 quarter.
  • Financial Engines Advisors's Coca-Cola Consolidated position peaked at $603K in Q1 2024.
  • 414 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2024.

Based on Financial Engines Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.