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WealthPLAN Partners’s Coca-Cola Consolidated COKE Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-70
Closed -$3.75K – 1282
2023
Q1 		$3.75K Buy
+70
New +$3.62K ﹤0.01% 1039

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's COKE Position: Q2 2023 in Review

WealthPLAN Partners sold out of Coca-Cola Consolidated (COKE) in Q2 2023, closing a stake of 70 shares — an estimated $3.75K sold.

WealthPLAN Partners first reported a position in COKE in Q1 2023 and held it in 1 quarter. The position peaked at $3.75K in Q1 2023. 292 funds tracked by Wall St. Rank hold COKE as of Q2 2023.

  • WealthPLAN Partners reported no remaining Coca-Cola Consolidated position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 70 Coca-Cola Consolidated shares in Q2 2023, an estimated $3.75K.
  • WealthPLAN Partners first reported a position in Coca-Cola Consolidated in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Coca-Cola Consolidated position peaked at $3.75K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.