Taylor Hoffman Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Taylor Hoffman Wealth 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
2020 Q3	–	Sell	-300	Closed	-$7K	–	166
2020 Q2	$7K	Buy	+300	New	+$7.03K	﹤0.01%	304
2020 Q1	–	Sell	-300	Closed	-$9K	–	167
2019 Q4	$9K	Hold	300	–	–	0.01%	320
2019 Q3	$9K	Hold	300	–	–	0.01%	314
2019 Q2	$9K	Hold	300	–	–	0.01%	297
2019 Q1	$9K	Hold	300	–	–	0.01%	294
2018 Q4	$5K	Hold	300	–	–	﹤0.01%	318
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	321
2018 Q2	$4K	Hold	300	–	–	﹤0.01%	323
2018 Q1	$5K	Hold	300	–	–	﹤0.01%	324
2017 Q4	$6K	Buy	+300	New	+$6.53K	0.01%	318

Other funds holding COKE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return