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SWA
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
–
1653
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
–
1129
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
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DT
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$63.6B AUM
28.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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