LWM
COKE icon

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

Liberty 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
2021
Q4 		– Sell
-800
Closed -$35K – 340
2021
Q3 		$35K Buy
800
+530
+196% +$21.1K 0.01% 495
2021
Q2 		$11K Hold
270
– – ﹤0.01% 627
2021
Q1 		$7K Hold
270
– – ﹤0.01% 652
2020
Q4 		$7K Buy
270
+20
+8% +$509 ﹤0.01% 645
2020
Q3 		$6K Buy
+250
New +$6.26K ﹤0.01% 592

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Liberty Wealth Management's COKE Position: Q4 2021 in Review

Liberty Wealth Management sold out of Coca-Cola Consolidated (COKE) in Q4 2021, closing a stake of 800 shares — an estimated $35K sold.

Liberty Wealth Management first reported a position in COKE in Q3 2020 and held it in 5 quarters. The position peaked at $35K in Q3 2021. 272 funds tracked by Wall St. Rank hold COKE as of Q4 2021.

  • Liberty Wealth Management reported no remaining Coca-Cola Consolidated position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 800 Coca-Cola Consolidated shares in Q4 2021, an estimated $35K.
  • Liberty Wealth Management first reported a position in Coca-Cola Consolidated in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Coca-Cola Consolidated position peaked at $35K in Q3 2021.
  • 272 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.