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GoalVest Advisory’s Coca-Cola Consolidated COKE Stock Holding History

GoalVest Advisory’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
-40
Closed -$3.39K – 336
2024
Q1 		$3.39K Hold
40
– – ﹤0.01% 355
2023
Q4 		$3.71K Sell
40
-110
-73% -$7.96K ﹤0.01% 301
2023
Q3 		$9.54K Buy
150
+50
+50% +$3.32K ﹤0.01% 294
2023
Q2 		$6.36K Buy
+100
New +$6.18K ﹤0.01% 283

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
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

GoalVest Advisory's COKE Position: Q2 2024 in Review

GoalVest Advisory sold out of Coca-Cola Consolidated (COKE) in Q2 2024, closing a stake of 40 shares — an estimated $3.39K sold.

GoalVest Advisory first reported a position in COKE in Q2 2023 and held it in 4 quarters. The position peaked at $9.54K in Q3 2023. 414 funds tracked by Wall St. Rank hold COKE as of Q2 2024.

  • GoalVest Advisory reported no remaining Coca-Cola Consolidated position as of Q2 2024 after selling out during the quarter.
  • GoalVest Advisory sold 40 Coca-Cola Consolidated shares in Q2 2024, an estimated $3.39K.
  • GoalVest Advisory first reported a position in Coca-Cola Consolidated in Q2 2023 and held it in 4 quarters.
  • GoalVest Advisory's Coca-Cola Consolidated position peaked at $9.54K in Q3 2023.
  • 414 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.