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

Sutton Wealth Advisors’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 Q3	–	Sell	-850	Closed	-$47.9K	–	1652
2022 Q2	$47.9K	Buy	850 +10	+1%	+$522	0.02%	393
2022 Q1	$41.7K	Sell	840 -10	-1%	-$539	0.01%	465
2021 Q4	$52.6K	Buy	850 +10	+1%	+$494	0.02%	395
2021 Q3	$33.1K	Hold	840	–	–	0.01%	523
2021 Q2	$33.8K	Hold	840	–	–	0.01%	534
2021 Q1	$24.3K	Hold	840	–	–	0.01%	616
2020 Q4	$22.4K	Hold	840	–	–	0.01%	576
2020 Q3	$20.2K	Hold	840	–	–	0.01%	541
2020 Q2	$19.3K	Hold	840	–	–	0.01%	543
2020 Q1	$17.5K	Buy	840 +30	+4%	+$748	0.01%	510
2019 Q4	$23K	Hold	810	–	–	0.01%	547
2019 Q3	$24.6K	Hold	810	–	–	0.01%	511
2019 Q2	$24.2K	Hold	810	–	–	0.01%	514
2019 Q1	$23.3K	Hold	810	–	–	0.01%	526
2018 Q4	$14.4K	Buy	+810	New	+$15K	0.01%	636
2018 Q1	–	Sell	-630	Closed	-$13.6K	–	1128
2017 Q4	$13.6K	Hold	630	–	–	0.01%	695
2017 Q3	$13.6K	Hold	630	–	–	0.01%	677
2017 Q2	$14.4K	Hold	630	–	–	0.01%	652
2017 Q1	$13K	Buy	+630	New	+$11.2K	0.01%	646

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

Sutton Wealth Advisors's COKE Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of Coca-Cola Consolidated (COKE) in Q3 2022, closing a stake of 850 shares — an estimated $47.9K sold.

Sutton Wealth Advisors first reported a position in COKE in Q1 2017 and held it in 19 quarters. The position peaked at $52.6K in Q4 2021. 277 funds tracked by Wall St. Rank hold COKE as of Q3 2022.

Sutton Wealth Advisors reported no remaining Coca-Cola Consolidated position as of Q3 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 850 Coca-Cola Consolidated shares in Q3 2022, an estimated $47.9K.
Sutton Wealth Advisors first reported a position in Coca-Cola Consolidated in Q1 2017 and held it in 19 quarters.
Sutton Wealth Advisors's Coca-Cola Consolidated position peaked at $52.6K in Q4 2021.
277 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.