Cerity Partners’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 | $843K | Buy |
7,553
+2,313
| +44% | +$258K | ﹤0.01% | 1595 |
|
|
2025
Q1 | $707K | Buy |
5,240
+3,590
| +218% | +$484K | ﹤0.01% | 1576 |
|
|
2024
Q4 | $213K | Sell |
1,650
-4,860
| -75% | -$628K | ﹤0.01% | 2210 |
|
|
2024
Q3 | $857K | Buy |
+6,510
| New | +$857K | ﹤0.01% | 1476 |
|
|
2024
Q2 | – | Sell |
-2,580
| Closed | -$218K | – | 2263 |
|
|
2024
Q1 | $218K | Buy |
+2,580
| New | +$218K | ﹤0.01% | 2062 |
|