Bragg Financial Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Bragg Financial Advisors’s Portfolio COKE Stock Details COKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$802K	Hold	7,180	–	–	0.03%	229
2025 Q1	$969K	Sell	7,180 -210	-3%	-$28.4K	0.04%	214
2024 Q4	$931K	Hold	7,390	–	–	0.04%	213
2024 Q3	$973K	Sell	7,390 -370	-5%	-$48.7K	0.04%	212
2024 Q2	$842K	Sell	7,760 -150	-2%	-$16.3K	0.04%	216
2024 Q1	$670K	Sell	7,910 -790	-9%	-$66.9K	0.03%	227
2023 Q4	$808K	Sell	8,700 -1,230	-12%	-$114K	0.04%	212
2023 Q3	$632K	Sell	9,930 -2,480	-20%	-$158K	0.03%	229
2023 Q2	$789K	Buy	12,410 +4,630	+60%	+$294K	0.04%	212
2023 Q1	$416K	Sell	7,780 -760	-9%	-$40.7K	0.02%	249
2022 Q4	$438K	Sell	8,540 -1,030	-11%	-$52.8K	0.03%	239
2022 Q3	$394K	Sell	9,570 -780	-8%	-$32.1K	0.03%	236
2022 Q2	$584K	Sell	10,350 -570	-5%	-$32.2K	0.04%	211
2022 Q1	$543K	Hold	10,920	–	–	0.03%	229
2021 Q4	$430K	Hold	10,920	–	–	0.03%	237
2021 Q3	$430K	Sell	10,920 -150	-1%	-$5.91K	0.03%	237
2021 Q2	$445K	Sell	11,070 -200	-2%	-$8.04K	0.03%	232
2021 Q1	$325K	Hold	11,270	–	–	0.02%	254
2020 Q4	$300K	Sell	11,270 -200	-2%	-$5.32K	0.03%	242
2020 Q3	$276K	Sell	11,470 -300	-3%	-$7.22K	0.03%	234
2020 Q2	$270K	Hold	11,770	–	–	0.03%	236
2020 Q1	$245K	Hold	11,770	–	–	0.03%	227
2019 Q4	$334K	Hold	11,770	–	–	0.04%	222
2019 Q3	$358K	Hold	11,770	–	–	0.04%	217
2019 Q2	$352K	Sell	11,770 -550	-4%	-$16.4K	0.04%	224
2019 Q1	$355K	Hold	12,320	–	–	0.05%	214
2018 Q4	$219K	Hold	12,320	–	–	0.03%	243
2018 Q3	$225K	Buy	+12,320	New	+$225K	0.03%	246
2018 Q2	–	Sell	-12,320	Closed	-$213K	–	254
2018 Q1	$213K	Hold	12,320	–	–	0.03%	250
2017 Q4	$265K	Hold	12,320	–	–	0.04%	238
2017 Q3	$266K	Hold	12,320	–	–	0.04%	237
2017 Q2	$282K	Hold	12,320	–	–	0.04%	238
2017 Q1	$254K	Hold	12,320	–	–	0.04%	238
2016 Q4	$220K	Buy	+12,320	New	+$220K	0.04%	243