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Your Advocates Ltd’s Coca-Cola Consolidated COKE Stock Holding History

Your Advocates Ltd’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
-20
Closed -$1.07K – 283
2023
Q1 		$1.07K Buy
+20
New +$1.03K ﹤0.01% 196
2021
Q4 		– Sell
-100
Closed -$4K – 207
2021
Q3 		$4K Buy
+100
New +$3.98K ﹤0.01% 132

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Your Advocates Ltd's COKE Position: Q2 2023 in Review

Your Advocates Ltd sold out of Coca-Cola Consolidated (COKE) in Q2 2023, closing a stake of 20 shares — an estimated $1.07K sold.

Your Advocates Ltd first reported a position in COKE in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 292 funds tracked by Wall St. Rank hold COKE as of Q2 2023.

  • Your Advocates Ltd reported no remaining Coca-Cola Consolidated position as of Q2 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 20 Coca-Cola Consolidated shares in Q2 2023, an estimated $1.07K.
  • Your Advocates Ltd first reported a position in Coca-Cola Consolidated in Q3 2021 and held it in 2 quarters.
  • Your Advocates Ltd's Coca-Cola Consolidated position peaked at $4K in Q3 2021.
  • 292 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2023.

Based on Your Advocates Ltd's 13F filing for Q2 2023, filed 1 Aug 2023.