Sargent Bickham Lagudis’s Coca-Cola Consolidated COKE Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$2.56K	Buy	+50	New	+$2.39K	﹤0.01%	880
2020 Q4	–	Sell	-330	Closed	-$8K	–	880
2020 Q3	$8K	Hold	330	–	–	﹤0.01%	619
2020 Q2	$8K	Hold	330	–	–	﹤0.01%	604
2020 Q1	$7K	Hold	330	–	–	﹤0.01%	603
2019 Q4	$9K	Hold	330	–	–	﹤0.01%	621
2019 Q3	$10K	Hold	330	–	–	﹤0.01%	557
2019 Q2	$10K	Hold	330	–	–	﹤0.01%	588
2019 Q1	$10K	Hold	330	–	–	﹤0.01%	610
2018 Q4	$6K	Hold	330	–	–	﹤0.01%	636
2018 Q3	$6K	Hold	330	–	–	﹤0.01%	665
2018 Q2	$4K	Hold	330	–	–	﹤0.01%	683
2018 Q1	$6K	Sell	330 -310	-48%	-$5.92K	﹤0.01%	644
2017 Q4	$14K	Hold	640	–	–	﹤0.01%	547
2017 Q3	$14K	Hold	640	–	–	﹤0.01%	557
2017 Q2	$15K	Hold	640	–	–	﹤0.01%	518
2017 Q1	$13K	Buy	+640	New	+$11.4K	﹤0.01%	549

Other funds holding COKE

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Sargent Bickham Lagudis's COKE Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in Coca-Cola Consolidated (COKE) in Q4 2022: 50 shares worth $2.56K. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in COKE as recently as Q3 2020.

Sargent Bickham Lagudis first reported a position in COKE in Q1 2017 and has held it in 16 quarters since. The position peaked at $15K in Q2 2017. 275 funds tracked by Wall St. Rank hold COKE as of Q4 2022.

Sargent Bickham Lagudis held 50 shares of Coca-Cola Consolidated worth $2.56K as of Q4 2022.
Coca-Cola Consolidated was a new Sargent Bickham Lagudis position in Q4 2022.
Coca-Cola Consolidated made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #880 holding.
Sargent Bickham Lagudis first reported a position in Coca-Cola Consolidated in Q1 2017 and has held it in 16 quarters since.
Sargent Bickham Lagudis's Coca-Cola Consolidated position peaked at $15K in Q2 2017.
275 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.