Western Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Western Wealth Management’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
2020 Q1	–	Sell	-26,400	Closed	-$739K	–	381
2019 Q4	$739K	Buy	+26,400	New	+$739K	0.11%	174
2019 Q3	–	Sell	-84,260	Closed	-$2.17M	–	392
2019 Q2	$2.17M	Buy	+84,260	New	+$2.64M	0.29%	74

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Western Wealth Management's COKE Position: Q1 2020 in Review

Western Wealth Management sold out of Coca-Cola Consolidated (COKE) in Q1 2020, closing a stake of 26,400 shares — an estimated $739K sold.

Western Wealth Management first reported a position in COKE in Q2 2019 and held it in 2 quarters. The position peaked at $2.17M in Q2 2019. 176 funds tracked by Wall St. Rank hold COKE as of Q1 2020.

Western Wealth Management reported no remaining Coca-Cola Consolidated position as of Q1 2020 after selling out during the quarter.
Western Wealth Management sold 26,400 Coca-Cola Consolidated shares in Q1 2020, an estimated $739K.
Western Wealth Management first reported a position in Coca-Cola Consolidated in Q2 2019 and held it in 2 quarters.
Western Wealth Management's Coca-Cola Consolidated position peaked at $2.17M in Q2 2019.
176 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2020.

Based on Western Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.