Beacon Pointe Advisors’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 | $461K | Sell |
4,130
-1,990
| -33% | -$222K | ﹤0.01% | 892 |
|
|
2025
Q1 | $827K | Buy |
6,120
+1,850
| +43% | +$250K | 0.01% | 682 |
|
|
2024
Q4 | $538K | Buy |
4,270
+10
| +0.2% | +$1.26K | 0.01% | 799 |
|
|
2024
Q3 | $561K | Hold |
4,260
| – | – | 0.01% | 804 |
|
|
2024
Q2 | $463K | Hold |
4,260
| – | – | 0.01% | 882 |
|
|
2024
Q1 | $361K | Hold |
4,260
| – | – | ﹤0.01% | 1024 |
|
|
2023
Q4 | $396K | Sell |
4,260
-2,000
| -32% | -$186K | ﹤0.01% | 966 |
|
|
2023
Q3 | $398K | Buy |
6,260
+2,000
| +47% | +$127K | 0.01% | 949 |
|
|
2023
Q2 | $271K | Buy |
4,260
+10
| +0.2% | +$635 | ﹤0.01% | 899 |
|
|
2023
Q1 | $228K | Sell |
4,250
-2,000
| -32% | -$107K | ﹤0.01% | 1025 |
|
|
2022
Q4 | $320K | Buy |
+6,250
| New | +$320K | 0.01% | 845 |
|