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

PFG Private 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
2023
Q3 		– Sell
-750
Closed -$47.7K – 304
2023
Q2 		$47.7K Hold
750
– – 0.03% 151
2023
Q1 		$40.1K Hold
750
– – 0.03% 156
2022
Q4 		$38K Hold
750
– – 0.02% 151
2022
Q3 		$31K Hold
750
– – 0.02% 152
2022
Q2 		$42K Hold
750
– – 0.02% 157
2022
Q1 		$37K Hold
750
– – 0.02% 160
2021
Q4 		$46K Hold
750
– – 0.02% 157
2021
Q3 		$30K Buy
+750
New +$29.8K 0.02% 162

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return