Accel Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
2,409
-111
| -4% | -$12.4K | 0.09% | 205 |
|
|
2025
Q1 | $340K | Hold |
2,520
| – | – | 0.12% | 174 |
|
|
2024
Q4 | $318K | Hold |
2,520
| – | – | 0.12% | 178 |
|
|
2024
Q3 | $332K | Buy |
2,520
+120
| +5% | +$15.8K | 0.12% | 174 |
|
|
2024
Q2 | $260K | Buy |
+2,400
| New | +$260K | 0.1% | 183 |
|
|
2024
Q1 | – | Sell |
-2,180
| Closed | -$202K | – | 229 |
|
|
2023
Q4 | $202K | Buy |
+2,180
| New | +$202K | 0.1% | 186 |
|
|
2023
Q2 | – | Sell |
-1,250
| Closed | -$66.9K | – | 296 |
|
|
2023
Q1 | $66.9K | Hold |
1,250
| – | – | 0.03% | 414 |
|
|
2022
Q4 | $64K | Hold |
1,250
| – | – | 0.03% | 319 |
|
|
2022
Q3 | $55K | Hold |
1,250
| – | – | 0.03% | 345 |
|
|
2022
Q2 | $63K | Hold |
1,250
| – | – | 0.04% | 310 |
|
|
2022
Q1 | $64K | Hold |
1,250
| – | – | 0.03% | 321 |
|
|
2021
Q4 | $77K | Hold |
1,250
| – | – | 0.04% | 306 |
|
|
2021
Q3 | $49K | Buy |
1,250
+250
| +25% | +$9.8K | 0.03% | 326 |
|
|
2021
Q2 | $40K | Hold |
1,000
| – | – | 0.03% | 380 |
|
|
2021
Q1 | $29K | Hold |
1,000
| – | – | 0.02% | 421 |
|
|
2020
Q4 | $27K | Buy |
+1,000
| New | +$27K | 0.03% | 422 |
|