Ken Fisher’s Coca-Cola Consolidated COKE Stock Holding History

Ken Fisher’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 Q4	–	Sell	-30	Closed	-$1.91K	–	1012
2023 Q3	$1.91K	Buy	+30	New	+$1.99K	﹤0.01%	1155
2018 Q4	–	Sell	-11,640	Closed	-$212K	–	814
2018 Q3	$212K	Buy	+11,640	New	+$186K	﹤0.01%	761

Other funds holding COKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ken Fisher's COKE Position: Q4 2023 in Review

Ken Fisher sold out of Coca-Cola Consolidated (COKE) in Q4 2023, closing a stake of 30 shares — an estimated $1.91K sold.

Ken Fisher first reported a position in COKE in Q3 2018 and held it in 2 quarters. The position peaked at $212K in Q3 2018. 348 funds tracked by Wall St. Rank hold COKE as of Q4 2023.

Ken Fisher reported no remaining Coca-Cola Consolidated position as of Q4 2023 after selling out during the quarter.
Ken Fisher sold 30 Coca-Cola Consolidated shares in Q4 2023, an estimated $1.91K.
Ken Fisher first reported a position in Coca-Cola Consolidated in Q3 2018 and held it in 2 quarters.
Ken Fisher's Coca-Cola Consolidated position peaked at $212K in Q3 2018.
348 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.