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Wealthfront’s Coca-Cola Consolidated COKE Stock Holding History

Wealthfront’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
2015
Q2 		– Sell
-270
Closed -$3K – 1296
2015
Q1 		$3K Buy
+270
New +$2.74K ﹤0.01% 897

Other funds holding COKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wealthfront's COKE Position: Q2 2015 in Review

Wealthfront sold out of Coca-Cola Consolidated (COKE) in Q2 2015, closing a stake of 270 shares — an estimated $3K sold.

Wealthfront first reported a position in COKE in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 103 funds tracked by Wall St. Rank hold COKE as of Q2 2015.

  • Wealthfront reported no remaining Coca-Cola Consolidated position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 270 Coca-Cola Consolidated shares in Q2 2015, an estimated $3K.
  • Wealthfront first reported a position in Coca-Cola Consolidated in Q1 2015 and held it in 1 quarter.
  • Wealthfront's Coca-Cola Consolidated position peaked at $3K in Q1 2015.
  • 103 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.