AWA
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Arete Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Arete Wealth Advisors’s Portfolio COKE Stock Details COKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$309K Buy
2,769
+109
+4% +$12.2K 0.02% 548
2025
Q1 		$359K Sell
2,660
-80
-3% -$10.8K 0.03% 480
2024
Q4 		$345K Buy
2,740
+290
+12% +$36.5K 0.02% 514
2024
Q3 		$321K Buy
+2,450
New +$321K 0.03% 496