Sonora Investment Management’s Coca-Cola Consolidated COKE Stock Holding History

Sonora Investment 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 Q1	–	Hold	0	–	–	–	1173
2017 Q4	–	Sell	-2,310	Closed	-$50.3K	–	1180
2017 Q3	$49.8K	Buy	2,310 +10	+0.4%	+$221	0.01%	353
2017 Q2	$52.7K	Hold	2,300	–	–	0.01%	333
2017 Q1	$47.4K	Hold	2,300	–	–	0.01%	345
2016 Q4	$41.1K	Buy	2,300 +10	+0.4%	+$157	0.01%	315
2016 Q3	$34K	Buy	+2,290	New	+$33.9K	0.01%	340

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Sonora Investment Management's COKE Position: Q1 2018 in Review

Sonora Investment Management held its Coca-Cola Consolidated (COKE) position steady in Q1 2018 at 0 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Sonora Investment Management first reported a position in COKE in Q3 2016 and has held it in 5 quarters since. The position peaked at $52.7K in Q2 2017. 148 funds tracked by Wall St. Rank hold COKE as of Q1 2018.

Sonora Investment Management held 0 shares of Coca-Cola Consolidated worth $50 as of Q1 2018.
Sonora Investment Management left its Coca-Cola Consolidated share count unchanged in Q1 2018.
Coca-Cola Consolidated made up ﹤0.01% of Sonora Investment Management's portfolio in Q1 2018, its #1173 holding.
Sonora Investment Management first reported a position in Coca-Cola Consolidated in Q3 2016 and has held it in 5 quarters since.
Sonora Investment Management's Coca-Cola Consolidated position peaked at $52.7K in Q2 2017.
148 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2018.

Based on Sonora Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.