WAM
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Wealthspire Advisors (Maryland)’s Coca-Cola Consolidated COKE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-560
Closed -$16K – 783
2019
Q1 		$16K Sell
560
-60
-10% -$1.37K ﹤0.01% 1357
2018
Q4 		$11K Buy
620
+120
+24% +$2.22K ﹤0.01% 1419
2018
Q3 		$9K Hold
500
– – ﹤0.01% 1551
2018
Q2 		$7K Sell
500
-100
-17% -$1.48K ﹤0.01% 1652
2018
Q1 		$10K Buy
600
+580
+2,900% +$11.1K ﹤0.01% 1562
2017
Q4 		$0 Hold
20
– – ﹤0.01% 2461
2017
Q3 		$0 Buy
+20
New +$442 ﹤0.01% 2288
2016
Q3 		– Sell
-30
Closed – – 1739
2016
Q2 		$0 Hold
30
– – ﹤0.01% 1705
2016
Q1 		$0 Buy
+30
New +$510 ﹤0.01% 1754

Other funds holding COKE

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BlackRock New York $5.7T 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return