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Legacy Investment Solutions’s Coca-Cola Consolidated COKE Stock Holding History

Legacy Investment Solutions’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 		$1.37K Buy
+10
New +$1.25K ﹤0.01% 555

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legacy Investment Solutions's COKE Position: Q4 2024 in Review

Legacy Investment Solutions opened a new position in Coca-Cola Consolidated (COKE) in Q4 2024: 10 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings.

467 funds tracked by Wall St. Rank hold COKE as of Q4 2024.

  • Legacy Investment Solutions held 10 shares of Coca-Cola Consolidated worth $1.37K as of Q4 2024.
  • Coca-Cola Consolidated was a new Legacy Investment Solutions position in Q4 2024.
  • Coca-Cola Consolidated made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #555 holding.
  • 467 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.