Advisors Asset 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 | $3.35K | Hold |
30
| – | – | ﹤0.01% | 1414 |
|
2025
Q1 | $4.05K | Buy |
+30
| New | +$4.05K | ﹤0.01% | 1437 |
|
2024
Q3 | – | Sell |
-360
| Closed | -$39.1K | – | 1472 |
|
2024
Q2 | $39.1K | Sell |
360
-30
| -8% | -$3.26K | ﹤0.01% | 1318 |
|
2024
Q1 | $33K | Sell |
390
-10
| -3% | -$846 | ﹤0.01% | 1322 |
|
2023
Q4 | $37.1K | Hold |
400
| – | – | ﹤0.01% | 1313 |
|
2023
Q3 | $25.5K | Buy |
400
+80
| +25% | +$5.09K | ﹤0.01% | 1344 |
|
2023
Q2 | $20.4K | Buy |
+320
| New | +$20.4K | ﹤0.01% | 1370 |
|