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Signal Advisors Wealth’s Coca-Cola Consolidated COKE Stock Holding History

Signal Advisors Wealth’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
2026
Q1 		$300K Sell
1,564
-5
-0.3% -$876 0.02% 471
2025
Q4 		$241K Sell
1,569
-737
-32% -$108K 0.02% 459
2025
Q3 		$270K Sell
2,306
-31
-1% -$3.59K 0.02% 377
2025
Q2 		$261K Sell
2,337
-73
-3% -$8.82K 0.02% 403
2025
Q1 		$326K Buy
2,410
+210
+10% +$28.2K 0.03% 352
2024
Q4 		$277K Buy
2,200
+480
+28% +$60.1K 0.03% 376
2024
Q3 		$226K Buy
+1,720
New +$211K 0.03% 391

Other funds holding COKE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return