Accel Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Sell |
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|
2025
Q2 | $269K | Sell |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $318K | Hold |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $66.9K | Hold |
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|
2022
Q4 | $64K | Hold |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $63K | Hold |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $77K | Hold |
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|
2021
Q3 | $49K | Buy |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $27K | Buy |
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