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

MinichMacGregor 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
2018 Q4	–	Sell	-300	Closed	-$5K	–	179
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	384
2018 Q2	$3K	Hold	300	–	–	﹤0.01%	419
2018 Q1	$5K	Hold	300	–	–	﹤0.01%	372
2017 Q4	$6K	Hold	300	–	–	﹤0.01%	349
2017 Q3	$6K	Hold	300	–	–	0.01%	330
2017 Q2	$6K	Hold	300	–	–	0.01%	330
2017 Q1	$6K	Hold	300	–	–	0.01%	329
2016 Q4	$5K	Hold	300	–	–	﹤0.01%	334
2016 Q3	$4K	Hold	300	–	–	﹤0.01%	343
2016 Q2	$4K	Hold	300	–	–	﹤0.01%	336
2016 Q1	$4K	Hold	300	–	–	﹤0.01%	322
2015 Q4	$3K	Buy	+300	New	+$5.85K	﹤0.01%	310

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MinichMacGregor Wealth Management's COKE Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Coca-Cola Consolidated (COKE) in Q4 2018, closing a stake of 300 shares — an estimated $5K sold.

MinichMacGregor Wealth Management first reported a position in COKE in Q4 2015 and held it in 12 quarters. The position peaked at $6K in Q4 2017. 153 funds tracked by Wall St. Rank hold COKE as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Coca-Cola Consolidated position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 300 Coca-Cola Consolidated shares in Q4 2018, an estimated $5K.
MinichMacGregor Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Coca-Cola Consolidated position peaked at $6K in Q4 2017.
153 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.