Atticus 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 | $335K | Hold |
3,000
| – | – | 0.09% | 119 |
|
|
2025
Q1 | $405K | Hold |
3,000
| – | – | 0.13% | 82 |
|
|
2024
Q4 | $378K | Hold |
3,000
| – | – | 0.12% | 81 |
|
|
2024
Q3 | $395K | Hold |
3,000
| – | – | 0.13% | 80 |
|
|
2024
Q2 | $326K | Hold |
3,000
| – | – | 0.11% | 85 |
|
|
2024
Q1 | $254K | Hold |
3,000
| – | – | 0.08% | 108 |
|
|
2023
Q4 | $279K | Hold |
3,000
| – | – | 0.1% | 101 |
|
|
2023
Q3 | $191K | Hold |
3,000
| – | – | 0.07% | 130 |
|
|
2023
Q2 | $191K | Hold |
3,000
| – | – | 0.07% | 136 |
|
|
2023
Q1 | $161K | Hold |
3,000
| – | – | 0.06% | 145 |
|
|
2022
Q4 | $154K | Hold |
3,000
| – | – | 0.06% | 140 |
|
|
2022
Q3 | $169K | Hold |
3,000
| – | – | 0.08% | 123 |
|
|
2022
Q2 | $169K | Buy |
+3,000
| New | +$169K | 0.07% | 139 |
|
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$186K | – | 594 |
|
|
2021
Q4 | $186K | Buy |
+3,000
| New | +$186K | 0.07% | 127 |
|