GEA
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Glen Eagle Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Glen Eagle 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
2021
Q4 		– Sell
-1,000
Closed -$39.4K – 966
2021
Q3 		$39.4K Buy
+1,000
New +$39.8K 0.01% 417
2019
Q3 		– Sell
-200
Closed -$5.99K – 828
2019
Q2 		$5.99K Buy
+200
New +$6.26K ﹤0.01% 598

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Dimensional Fund Advisors
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DT
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
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Invesco
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return