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True Link Financial Advisors’s Coca-Cola Consolidated COKE Stock Holding History

True Link Financial 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
Q1 		– Sell
-2,000
Closed -$124K – 157
2021
Q4 		$124K Hold
2,000
– – 0.02% 326
2021
Q3 		$79K Buy
+2,000
New +$79.6K 0.01% 412

Other funds holding COKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

True Link Financial Advisors's COKE Position: Q1 2022 in Review

True Link Financial Advisors sold out of Coca-Cola Consolidated (COKE) in Q1 2022, closing a stake of 2,000 shares — an estimated $124K sold.

True Link Financial Advisors first reported a position in COKE in Q3 2021 and held it in 2 quarters. The position peaked at $124K in Q4 2021. 267 funds tracked by Wall St. Rank hold COKE as of Q1 2022.

  • True Link Financial Advisors reported no remaining Coca-Cola Consolidated position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 2,000 Coca-Cola Consolidated shares in Q1 2022, an estimated $124K.
  • True Link Financial Advisors first reported a position in Coca-Cola Consolidated in Q3 2021 and held it in 2 quarters.
  • True Link Financial Advisors's Coca-Cola Consolidated position peaked at $124K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.