Wealthspire Advisors (Maryland)
COKE icon

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 – 771
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% 2449
2017
Q3 		$0 Buy
+20
New +$442 ﹤0.01% 2283
2016
Q3 		– Sell
-30
Closed – – 1736
2016
Q2 		$0 Hold
30
– – ﹤0.01% 1703
2016
Q1 		$0 Buy
+30
New +$510 ﹤0.01% 1751

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s COKE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Coca-Cola Consolidated (COKE) in Q2 2019, closing a stake of 560 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in COKE in Q1 2016 and held it in 9 quarters. The position peaked at $16K in Q1 2019. 197 funds tracked by Wall St. Rank hold COKE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Coca-Cola Consolidated position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 560 Coca-Cola Consolidated shares in Q2 2019, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in Coca-Cola Consolidated in Q1 2016 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Coca-Cola Consolidated position peaked at $16K in Q1 2019.
  • 197 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.