GPS Wealth Strategies Group’s Coca-Cola Consolidated COKE Stock Holding History

GPS Wealth Strategies Group’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
2023 Q3	–	Sell	-630	Closed	-$39.8K	–	1287
2023 Q2	$39.8K	Buy	630 +10	+2%	+$619	0.01%	540
2023 Q1	$33.4K	Buy	+620	New	+$32K	0.01%	578
2022 Q4	–	Sell	-620	Closed	-$26K	–	305
2022 Q3	$26K	Hold	620	–	–	0.01%	557
2022 Q2	$35K	Hold	620	–	–	0.01%	511
2022 Q1	$31K	Buy	620 +500	+417%	+$26.9K	0.01%	509
2021 Q4	$7K	Sell	120 -280	-70%	-$13.8K	﹤0.01%	797
2021 Q3	$16K	Hold	400	–	–	﹤0.01%	610
2021 Q2	$16K	Hold	400	–	–	﹤0.01%	634
2021 Q1	$11K	Buy	+400	New	+$11K	﹤0.01%	655

Other funds holding COKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GPS Wealth Strategies Group's COKE Position: Q3 2023 in Review

GPS Wealth Strategies Group sold out of Coca-Cola Consolidated (COKE) in Q3 2023, closing a stake of 630 shares — an estimated $39.8K sold.

GPS Wealth Strategies Group first reported a position in COKE in Q1 2021 and held it in 9 quarters. The position peaked at $39.8K in Q2 2023. 311 funds tracked by Wall St. Rank hold COKE as of Q3 2023.

GPS Wealth Strategies Group reported no remaining Coca-Cola Consolidated position as of Q3 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 630 Coca-Cola Consolidated shares in Q3 2023, an estimated $39.8K.
GPS Wealth Strategies Group first reported a position in Coca-Cola Consolidated in Q1 2021 and held it in 9 quarters.
GPS Wealth Strategies Group's Coca-Cola Consolidated position peaked at $39.8K in Q2 2023.
311 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2023, filed 26 Oct 2023.