Bell Investment 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 | $5.58K | Hold |
50
| – | – | ﹤0.01% | 935 |
|
|
2025
Q1 | $6.75K | Hold |
50
| – | – | ﹤0.01% | 771 |
|
|
2024
Q4 | $6.3K | Sell |
50
-10
| -17% | -$1.26K | ﹤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% | -$929 | ﹤0.01% | 820 |
|
|
2023
Q3 | $4.46K | Hold |
70
| – | – | ﹤0.01% | 868 |
|
|
2023
Q2 | $4.45K | Buy |
70
+10
| +17% | +$636 | ﹤0.01% | 878 |
|
|
2023
Q1 | $3.21K | Buy |
60
+10
| +20% | +$535 | ﹤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 | +$3K | ﹤0.01% | 915 |
|
|
2021
Q4 | $3K | Buy |
50
+10
| +25% | +$600 | ﹤0.01% | 961 |
|
|
2021
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1043 |
|