MAS
COKE icon

Madden Advisory Services’s Coca-Cola Consolidated COKE Stock Holding History

Madden Advisory Services’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
2017
Q2 		– Sell
-1,000
Closed -$20K – 105
2017
Q1 		$20K Buy
+1,000
New +$17.8K 0.01% 160
2015
Q4 		– Sell
-1,000
Closed -$19K – 117
2015
Q3 		$19K Hold
1,000
– – 0.01% 178
2015
Q2 		$15K Buy
+1,000
New +$12K 0.01% 196
2015
Q1 		– Sell
-1,000
Closed -$9K – 116
2014
Q4 		$9K Hold
1,000
– – 0.01% 237
2014
Q3 		$7K Hold
1,000
– – ﹤0.01% 306
2014
Q2 		$7K Hold
1,000
– – ﹤0.01% 294
2014
Q1 		$8K Hold
1,000
– – ﹤0.01% 278
2013
Q4 		$7K Hold
1,000
– – 0.01% 246
2013
Q3 		$6K Hold
1,000
– – 0.01% 224
2013
Q2 		$6K Buy
+1,000
New +$6.09K ﹤0.01% 244

Other funds holding COKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return