TCWP’s Coca-Cola Consolidated COKE Stock Holding History

TCWP’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 Q2	–	Sell	-140	Closed	-$6K	–	599
2022 Q1	$6K	Buy	+140	New	+$7.54K	﹤0.01%	1012

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCWP's COKE Position: Q2 2022 in Review

TCWP sold out of Coca-Cola Consolidated (COKE) in Q2 2022, closing a stake of 140 shares — an estimated $6K sold.

TCWP first reported a position in COKE in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 281 funds tracked by Wall St. Rank hold COKE as of Q2 2022.

TCWP reported no remaining Coca-Cola Consolidated position as of Q2 2022 after selling out during the quarter.
TCWP sold 140 Coca-Cola Consolidated shares in Q2 2022, an estimated $6K.
TCWP first reported a position in Coca-Cola Consolidated in Q1 2022 and held it in 1 quarter.
TCWP's Coca-Cola Consolidated position peaked at $6K in Q1 2022.
281 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.