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Ground Swell Capital’s Coca-Cola Consolidated COKE Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-3,250
Closed -$24K – 2441
2014
Q2 		$24K Buy
+3,250
New +$25.4K 0.05% 339

Other funds holding COKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Ground Swell Capital's COKE Position: Q3 2014 in Review

Ground Swell Capital sold out of Coca-Cola Consolidated (COKE) in Q3 2014, closing a stake of 3,250 shares — an estimated $24K sold.

Ground Swell Capital first reported a position in COKE in Q2 2014 and held it in 1 quarter. The position peaked at $24K in Q2 2014. 84 funds tracked by Wall St. Rank hold COKE as of Q3 2014.

  • Ground Swell Capital reported no remaining Coca-Cola Consolidated position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 3,250 Coca-Cola Consolidated shares in Q3 2014, an estimated $24K.
  • Ground Swell Capital first reported a position in Coca-Cola Consolidated in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Coca-Cola Consolidated position peaked at $24K in Q2 2014.
  • 84 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.