CCWM
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Cassaday & Co Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Cassaday & Co Wealth Management’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 		$239K Hold
2,140
– – 0.01% 305
2025
Q1 		$289K Hold
2,140
– – 0.01% 261
2024
Q4 		$270K Hold
2,140
– – 0.01% 265
2024
Q3 		$282K Hold
2,140
– – 0.01% 254
2024
Q2 		$232K Buy
+2,140
New +$232K 0.01% 263