Cannell & Spears’s Coca-Cola Consolidated COKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,690	Closed	-$228K	–	400
2025 Q1	$228K	Sell	1,690 -660	-28%	-$88.7K	﹤0.01%	350
2024 Q4	$296K	Sell	2,350 -850	-27%	-$106K	0.01%	341
2024 Q3	$421K	Hold	3,200	–	–	0.01%	313
2024 Q2	$347K	Sell	3,200 -20	-0.6%	-$1.85K	0.01%	293
2024 Q1	$273K	Hold	3,220	–	–	0.01%	329
2023 Q4	$299K	Buy	3,220 +10	+0.3%	+$724	0.02%	172
2023 Q3	$204K	Hold	3,210	–	–	0.02%	199
2023 Q2	$204K	Buy	+3,210	New	+$199K	0.02%	215
2022 Q1	–	Sell	-3,580	Closed	-$222K	–	232
2021 Q4	$222K	Sell	3,580 -5,150	-59%	-$254K	0.02%	210
2021 Q3	$344K	Hold	8,730	–	–	0.02%	175
2021 Q2	$351K	Hold	8,730	–	–	0.03%	181
2021 Q1	$252K	Sell	8,730 -2,050	-19%	-$56.3K	0.02%	201
2020 Q4	$287K	Sell	10,780 -410	-4%	-$10.4K	0.02%	185
2020 Q3	$269K	Hold	11,190	–	–	0.03%	180
2020 Q2	$256K	Sell	11,190 -290	-3%	-$6.79K	0.03%	178
2020 Q1	$239K	Buy	+11,480	New	+$286K	0.03%	172