Mackenzie Financial
COKE icon

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

Mackenzie 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
2024
Q3 		– Sell
-2,930
Closed -$318K – 1605
2024
Q2 		$318K Hold
2,930
– – ﹤0.01% 1148
2024
Q1 		$248K Hold
2,930
– – ﹤0.01% 1260
2023
Q4 		$272K Buy
+2,930
New +$212K ﹤0.01% 1192
2023
Q1 		– Sell
-3,930
Closed -$201K – 1534
2022
Q4 		$201K Buy
+3,930
New +$188K ﹤0.01% 1249
2022
Q3 		– Sell
-5,820
Closed -$328K – 1451
2022
Q2 		$328K Buy
5,820
+520
+10% +$27.2K ﹤0.01% 1059
2022
Q1 		$263K Buy
+5,300
New +$285K ﹤0.01% 1175
2020
Q1 		– Sell
-8,600
Closed -$244K – 1097
2019
Q4 		$244K Sell
8,600
-34,400
-80% -$963K ﹤0.01% 994
2019
Q3 		$1.31M Sell
43,000
-30,000
-41% -$938K ﹤0.01% 678
2019
Q2 		$2.19M Buy
+73,000
New +$2.29M 0.01% 614

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DT
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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return