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Fulcrum Equity Management’s Coca-Cola Consolidated COKE Stock Holding History

Fulcrum Equity 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
2022
Q3 		– Sell
-4,650
Closed -$262K – 72
2022
Q2 		$262K Sell
4,650
-1,870
-29% -$97.7K 0.21% 57
2022
Q1 		$324K Buy
+6,520
New +$351K 0.19% 74

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fulcrum Equity Management's COKE Position: Q3 2022 in Review

Fulcrum Equity Management sold out of Coca-Cola Consolidated (COKE) in Q3 2022, closing a stake of 4,650 shares — an estimated $262K sold.

Fulcrum Equity Management first reported a position in COKE in Q1 2022 and held it in 2 quarters. The position peaked at $324K in Q1 2022. 277 funds tracked by Wall St. Rank hold COKE as of Q3 2022.

  • Fulcrum Equity Management reported no remaining Coca-Cola Consolidated position as of Q3 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 4,650 Coca-Cola Consolidated shares in Q3 2022, an estimated $262K.
  • Fulcrum Equity Management first reported a position in Coca-Cola Consolidated in Q1 2022 and held it in 2 quarters.
  • Fulcrum Equity Management's Coca-Cola Consolidated position peaked at $324K in Q1 2022.
  • 277 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2022.

Based on Fulcrum Equity Management's 13F filing for Q3 2022, filed 11 Oct 2022.