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Pacific Financial Group’s Coca-Cola Consolidated COKE Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-150
Closed -$1K – 74
2014
Q4 		$1K Buy
+150
New +$1.29K ﹤0.01% 218

Other funds holding COKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pacific Financial Group's COKE Position: Q1 2015 in Review

Pacific Financial Group sold out of Coca-Cola Consolidated (COKE) in Q1 2015, closing a stake of 150 shares — an estimated $1K sold.

Pacific Financial Group first reported a position in COKE in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 96 funds tracked by Wall St. Rank hold COKE as of Q1 2015.

  • Pacific Financial Group reported no remaining Coca-Cola Consolidated position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 150 Coca-Cola Consolidated shares in Q1 2015, an estimated $1K.
  • Pacific Financial Group first reported a position in Coca-Cola Consolidated in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Coca-Cola Consolidated position peaked at $1K in Q4 2014.
  • 96 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.