Cambridge Investment Research 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 | $1.78M | Buy |
15,920
+9,090
| +133% | +$1.01M | 0.01% | 1516 |
|
2025
Q1 | $922K | Sell |
6,830
-3,740
| -35% | -$505K | ﹤0.01% | 1930 |
|
2024
Q4 | $1.33M | Buy |
10,570
+4,540
| +75% | +$572K | ﹤0.01% | 1648 |
|
2024
Q3 | $793K | Buy |
6,030
+540
| +10% | +$71K | ﹤0.01% | 2045 |
|
2024
Q2 | $595K | Buy |
5,490
+30
| +0.5% | +$3.25K | ﹤0.01% | 2157 |
|
2024
Q1 | $462K | Buy |
5,460
+740
| +16% | +$62.6K | ﹤0.01% | 2339 |
|
2023
Q4 | $438K | Buy |
4,720
+290
| +7% | +$26.9K | ﹤0.01% | 2297 |
|
2023
Q3 | $282K | Buy |
4,430
+410
| +10% | +$26.1K | ﹤0.01% | 2542 |
|
2023
Q2 | $256K | Buy |
4,020
+160
| +4% | +$10.2K | ﹤0.01% | 2671 |
|
2023
Q1 | $207K | Sell |
3,860
-3,170
| -45% | -$170K | ﹤0.01% | 2792 |
|
2022
Q4 | $360K | Buy |
7,030
+880
| +14% | +$45.1K | ﹤0.01% | 2281 |
|
2022
Q3 | $253K | Buy |
6,150
+660
| +12% | +$27.2K | ﹤0.01% | 2504 |
|
2022
Q2 | $310K | Buy |
+5,490
| New | +$310K | ﹤0.01% | 2355 |
|
2018
Q1 | – | Sell |
-12,670
| Closed | -$273K | – | 2162 |
|
2017
Q4 | $273K | Sell |
12,670
-370
| -3% | -$7.97K | ﹤0.01% | 1717 |
|
2017
Q3 | $281K | Buy |
+13,040
| New | +$281K | ﹤0.01% | 1589 |
|