SFG
COKE icon

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

Steward 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
2023
Q3 		$3K Buy
+60
New +$3.99K ﹤0.01% 807
2022
Q3 		– Sell
-30
Closed -$1K – 342
2022
Q2 		$1K Buy
+30
New +$1.57K ﹤0.01% 699

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $6.24B AUM 28.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Steward Financial Group's COKE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Coca-Cola Consolidated (COKE) in Q3 2023: 60 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in COKE as recently as Q2 2022.

Steward Financial Group first reported a position in COKE in Q2 2022 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold COKE as of Q3 2023.

  • Steward Financial Group held 60 shares of Coca-Cola Consolidated worth $3K as of Q3 2023.
  • Coca-Cola Consolidated was a new Steward Financial Group position in Q3 2023.
  • Coca-Cola Consolidated made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #807 holding.
  • Steward Financial Group first reported a position in Coca-Cola Consolidated in Q2 2022 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.