SIGNATUREFD, LLC COKE COCA COLA BOTTLING CO CONS

Ownership history in SIGNATUREFD, LLC  ·  34 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported COCA COLA BOTTLING CO CONS (COKE) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows COKE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this COKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATUREFD, LLC's position in COCA COLA BOTTLING CO CONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

COKE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIGNATUREFD, LLC held COKE — position size vs. price
% of Fund (quarterly)    COKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 900 +85 +10.4% 0.00% $173K 2026-04-07 $196.62
2025 Q4 ADDED 815 +15 +1.9% 0.00% $125K 2026-01-20 $152.66
2025 Q3 UNCHANGED 800 0% 0.00% $94K 2025-10-21 $132.17
2025 Q2 ADDED 800 +718 +875.6% 0.00% $89K 2025-07-16 $110.12
2025 Q1 UNCHANGED 82 0% 0.00% $111K 2025-05-02 $113.68
2024 Q4 ADDED 82 +22 +36.7% 0.00% $103K 2025-02-10 $138.99
2024 Q3 REDUCED 11.8% -5.6% 60 -8 -11.8% 0.00% $79K 2024-10-21 $125.79
2024 Q2 ADDED 68 +9 +15.3% 0.00% $74K 2024-07-29 $109.82
2024 Q1 REDUCED 18.1% +31.2% 59 -13 -18.1% 0.00% $50K 2024-05-03 $84.21
2023 Q4 UNCHANGED 72 0% 0.00% $67K 2024-02-01 $88.65
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SIGNATUREFD, LLC and COKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIGNATUREFD, LLC reported owning COKE?

SIGNATUREFD, LLC reported COKE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported COKE position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for COKE was 0.00% in 2026 Q1.

What is the latest reported COKE position on this page?

The most recent filing on this page is 2026 Q1, when SIGNATUREFD, LLC reported 900 shares, equal to 0.00% of portfolio, with an estimated market value of $173K.

What does the chart on this COKE ownership page compare?

The chart compares SIGNATUREFD, LLC's quarterly COKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SIGNATUREFD, LLC time their COKE position?

Based on 13F filing dates vs. subsequent COKE price moves, SIGNATUREFD, LLC correctly timed 8 out of 18 reported position changes (44%). The annualised alpha on COKE relative to SPY over the holding period was +25.4%.

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