Caldwell Trust’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Hold |
1,250
|
|
||||
|
2025
Q1 | $169K | Hold |
1,250
|
|
||||
|
2024
Q4 | $157K | Hold |
1,250
|
|
||||
|
2024
Q3 | $165K | Hold |
1,250
|
|
||||
|
2024
Q2 | $136K | Hold |
1,250
|
|
||||
|
2024
Q1 | $106K | Hold |
1,250
|
|
||||
|
2023
Q4 | $116K | Hold |
1,250
|
|
||||
|
2023
Q3 | $79.5K | Hold |
1,250
|
|
||||
|
2023
Q2 | $79.5K | Hold |
1,250
|
|
||||
|
2023
Q1 | $66.9K | Hold |
1,250
|
|
||||
|
2022
Q4 | $64K | Hold |
1,250
|
|
||||
|
2022
Q3 | $51.5K | Hold |
1,250
|
|
||||
|
2022
Q2 | $70.5K | Hold |
1,250
|
|
||||
|
2022
Q1 | $62.1K | Hold |
1,250
|
|
||||
|
2021
Q4 | $77.4K | Hold |
1,250
|
|
||||
|
2021
Q3 | $49.3K | Hold |
1,250
|
|
||||
|
2021
Q2 | $50.3K | Hold |
1,250
|
|
||||
|
2021
Q1 | $36.1K | Hold |
1,250
|
|
||||
|
2020
Q4 | $33.3K | Hold |
1,250
|
|
||||
|
2020
Q3 | $30.1K | Hold |
1,250
|
|
||||
|
2020
Q2 | $28.6K | Hold |
1,250
|
|
||||
|
2020
Q1 | $26.1K | Hold |
1,250
|
|
||||
|
2019
Q4 | $35.5K | Buy |
+1,250
|
|