Avantax Advisory Services’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
$305K Buy
2,729
+359
+15% +$40.1K ﹤0.01% 1895
2025
Q1
$319K Buy
2,370
+370
+19% +$49.9K ﹤0.01% 1792
2024
Q4
$252K Buy
2,000
+60
+3% +$7.57K ﹤0.01% 1902
2024
Q3
$256K Hold
1,940
﹤0.01% 1869
2024
Q2
$211K Buy
+1,940
New +$211K ﹤0.01% 1921