Caitlin John’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 | $1.03M | Buy |
9,186
+5,166
| +129% | +$577K | 0.93% | 44 |
|
|
2025
Q1 | $543K | Sell |
4,020
-8,740
| -68% | -$1.18M | 0.53% | 55 |
|
|
2024
Q4 | $1.61M | Buy |
12,760
+320
| +3% | +$40.3K | 1.06% | 34 |
|
|
2024
Q3 | $1.53M | Buy |
12,440
+2,810
| +29% | +$346K | 0.96% | 40 |
|
|
2024
Q2 | $1.04M | Buy |
9,630
+1,070
| +13% | +$116K | 0.75% | 45 |
|
|
2024
Q1 | $724K | Buy |
8,560
+260
| +3% | +$22K | 0.54% | 48 |
|
|
2023
Q4 | $771K | Buy |
+8,300
| New | +$771K | 0.63% | 44 |
|