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Kolinsky Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Kolinsky Wealth 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
2024
Q4 		$256K Hold
2,030
– – 0.16% 128
2024
Q3 		$267K Hold
2,030
– – 0.17% 129
2024
Q2 		$220K Buy
+2,030
New +$188K 0.16% 139

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kolinsky Wealth Management's COKE Position: Q4 2024 in Review

Kolinsky Wealth Management held its Coca-Cola Consolidated (COKE) position steady in Q4 2024 at 2,030 shares worth $256K. The position accounts for 0.16% of the portfolio, ranked #128.

Kolinsky Wealth Management first reported a position in COKE in Q2 2024 and has held it in 3 quarters since. The position peaked at $267K in Q3 2024. 467 funds tracked by Wall St. Rank hold COKE as of Q4 2024.

  • Kolinsky Wealth Management held 2,030 shares of Coca-Cola Consolidated worth $256K as of Q4 2024.
  • Kolinsky Wealth Management left its Coca-Cola Consolidated share count unchanged in Q4 2024.
  • Coca-Cola Consolidated made up 0.16% of Kolinsky Wealth Management's portfolio in Q4 2024, its #128 holding.
  • Kolinsky Wealth Management first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 3 quarters since.
  • Kolinsky Wealth Management's Coca-Cola Consolidated position peaked at $267K in Q3 2024.
  • 467 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.