GM
COKE icon

GeoWealth Management’s Coca-Cola Consolidated COKE Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-210
Closed -$26.5K – 1211
2024
Q4 		$26.5K Sell
210
-90
-30% -$11.3K ﹤0.01% 1315
2024
Q3 		$39.5K Buy
+300
New +$36.8K ﹤0.01% 1141

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

GeoWealth Management's COKE Position: Q1 2025 in Review

GeoWealth Management sold out of Coca-Cola Consolidated (COKE) in Q1 2025, closing a stake of 210 shares — an estimated $26.5K sold.

GeoWealth Management first reported a position in COKE in Q3 2024 and held it in 2 quarters. The position peaked at $39.5K in Q3 2024. 466 funds tracked by Wall St. Rank hold COKE as of Q1 2025.

  • GeoWealth Management reported no remaining Coca-Cola Consolidated position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 210 Coca-Cola Consolidated shares in Q1 2025, an estimated $26.5K.
  • GeoWealth Management first reported a position in Coca-Cola Consolidated in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Coca-Cola Consolidated position peaked at $39.5K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.