Bell Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.59K	Hold	50	–	–	﹤0.01%	696
2025 Q4	$7.67K	Hold	50	–	–	﹤0.01%	798
2025 Q3	$5.86K	Hold	50	–	–	﹤0.01%	850
2025 Q2	$5.58K	Hold	50	–	–	﹤0.01%	935
2025 Q1	$6.75K	Hold	50	–	–	﹤0.01%	771
2024 Q4	$6.3K	Sell	50 -10	-17%	-$1.25K	﹤0.01%	813
2024 Q3	$7.9K	Hold	60	–	–	﹤0.01%	719
2024 Q2	$6.51K	Hold	60	–	–	﹤0.01%	797
2024 Q1	$5.08K	Hold	60	–	–	﹤0.01%	911
2023 Q4	$5.57K	Sell	60 -10	-14%	-$724	﹤0.01%	820
2023 Q3	$4.46K	Hold	70	–	–	﹤0.01%	868
2023 Q2	$4.45K	Buy	70 +10	+17%	+$619	﹤0.01%	878
2023 Q1	$3.21K	Buy	60 +10	+20%	+$516	﹤0.01%	1009
2022 Q4	$2.56K	Hold	50	–	–	﹤0.01%	1152
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	1073
2022 Q2	$3K	Buy	+50	New	+$2.61K	﹤0.01%	915
2021 Q4	$3K	Buy	50 +10	+25%	+$494	﹤0.01%	961
2021 Q3	$2K	Buy	+40	New	+$1.59K	﹤0.01%	1043