Jupiter Investment Management
COKE icon

Jupiter Investment Management’s Coca-Cola Consolidated COKE Stock Holding History

Jupiter Investment 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
2016
Q3 		– Sell
-145,110
Closed -$2.14M – 374
2016
Q2 		$2.14M Buy
+145,110
New +$2.12M 0.04% 245

Other funds holding COKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Waddell & Reed Financial
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jupiter Investment Management's COKE Position: Q3 2016 in Review

Jupiter Investment Management sold out of Coca-Cola Consolidated (COKE) in Q3 2016, closing a stake of 145,110 shares — an estimated $2.14M sold.

Jupiter Investment Management first reported a position in COKE in Q2 2016 and held it in 1 quarter. The position peaked at $2.14M in Q2 2016. 113 funds tracked by Wall St. Rank hold COKE as of Q3 2016.

  • Jupiter Investment Management reported no remaining Coca-Cola Consolidated position as of Q3 2016 after selling out during the quarter.
  • Jupiter Investment Management sold 145,110 Coca-Cola Consolidated shares in Q3 2016, an estimated $2.14M.
  • Jupiter Investment Management first reported a position in Coca-Cola Consolidated in Q2 2016 and held it in 1 quarter.
  • Jupiter Investment Management's Coca-Cola Consolidated position peaked at $2.14M in Q2 2016.
  • 113 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2016.

Based on Jupiter Investment Management's 13F filing for Q3 2016, filed 28 Oct 2016.