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Milestone Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-310
Closed -$19.7K – 190
2023
Q3 		$19.7K Buy
+310
New +$20.6K 0.01% 256

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Milestone Investment Advisors's COKE Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Coca-Cola Consolidated (COKE) in Q4 2023, closing a stake of 310 shares — an estimated $19.7K sold.

Milestone Investment Advisors first reported a position in COKE in Q3 2023 and held it in 1 quarter. The position peaked at $19.7K in Q3 2023. 348 funds tracked by Wall St. Rank hold COKE as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Coca-Cola Consolidated position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 310 Coca-Cola Consolidated shares in Q4 2023, an estimated $19.7K.
  • Milestone Investment Advisors first reported a position in Coca-Cola Consolidated in Q3 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Coca-Cola Consolidated position peaked at $19.7K in Q3 2023.
  • 348 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.