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LGT Financial Advisors’s Coca-Cola Consolidated COKE Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-160
Closed -$20.2K – 388
2024
Q4 		$20.2K Hold
160
– – 0.04% 307
2024
Q3 		$21.1K Hold
160
– – 0.05% 271
2024
Q2 		$17.4K Hold
160
– – 0.04% 341
2024
Q1 		$13.5K Hold
160
– – 0.02% 442
2023
Q4 		$14.9K Hold
160
– – 0.02% 401
2023
Q3 		$10.2K Buy
+160
New +$10.6K 0.01% 476

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LGT Financial Advisors's COKE Position: Q1 2025 in Review

LGT Financial Advisors sold out of Coca-Cola Consolidated (COKE) in Q1 2025, closing a stake of 160 shares — an estimated $20.2K sold.

LGT Financial Advisors first reported a position in COKE in Q3 2023 and held it in 6 quarters. The position peaked at $21.1K in Q3 2024. 466 funds tracked by Wall St. Rank hold COKE as of Q1 2025.

  • LGT Financial Advisors reported no remaining Coca-Cola Consolidated position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 160 Coca-Cola Consolidated shares in Q1 2025, an estimated $20.2K.
  • LGT Financial Advisors first reported a position in Coca-Cola Consolidated in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Coca-Cola Consolidated position peaked at $21.1K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.