The Family Firm’s Coca-Cola Consolidated COKE Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-190	Closed	-$20.7K	–	327
2024 Q2	$20.7K	Buy	+190	New	+$17.6K	﹤0.01%	563

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

Norges Bank Oslo, Norway $935B AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

The Family Firm's COKE Position: Q3 2024 in Review

The Family Firm sold out of Coca-Cola Consolidated (COKE) in Q3 2024, closing a stake of 190 shares — an estimated $20.7K sold.

The Family Firm first reported a position in COKE in Q2 2024 and held it in 1 quarter. The position peaked at $20.7K in Q2 2024. 457 funds tracked by Wall St. Rank hold COKE as of Q3 2024.

The Family Firm reported no remaining Coca-Cola Consolidated position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 190 Coca-Cola Consolidated shares in Q3 2024, an estimated $20.7K.
The Family Firm first reported a position in Coca-Cola Consolidated in Q2 2024 and held it in 1 quarter.
The Family Firm's Coca-Cola Consolidated position peaked at $20.7K in Q2 2024.
457 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.