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Lee Financial’s Coca-Cola Consolidated COKE Stock Holding History

Lee Financial’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
2022
Q4 		– Sell
-10
Closed – – 941
2022
Q3 		$0 Sell
10
-30
-75% -$1.48K ﹤0.01% 848
2022
Q2 		$2K Hold
40
– – ﹤0.01% 675
2022
Q1 		$2K Buy
+40
New +$2.15K ﹤0.01% 627

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Lee Financial's COKE Position: Q4 2022 in Review

Lee Financial sold out of Coca-Cola Consolidated (COKE) in Q4 2022, closing a stake of 10 shares.

Lee Financial first reported a position in COKE in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 275 funds tracked by Wall St. Rank hold COKE as of Q4 2022.

  • Lee Financial reported no remaining Coca-Cola Consolidated position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 10 Coca-Cola Consolidated shares in Q4 2022.
  • Lee Financial first reported a position in Coca-Cola Consolidated in Q1 2022 and held it in 3 quarters.
  • Lee Financial's Coca-Cola Consolidated position peaked at $2K in Q2 2022.
  • 275 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.