CIBC Private Wealth Group’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 | $461K | Sell |
4,130
-210
| -5% | -$23.4K | ﹤0.01% | 857 |
|
|
2025
Q1 | $562K | Buy |
4,340
+20
| +0.5% | +$2.59K | ﹤0.01% | 775 |
|
|
2024
Q4 | $556K | Buy |
4,320
+220
| +5% | +$28.3K | ﹤0.01% | 843 |
|
|
2024
Q3 | $540K | Hold |
4,100
| – | – | ﹤0.01% | 849 |
|
|
2024
Q2 | $447K | Hold |
4,100
| – | – | ﹤0.01% | 850 |
|
|
2024
Q1 | $343K | Hold |
4,100
| – | – | ﹤0.01% | 926 |
|
|
2023
Q4 | $381K | Hold |
4,100
| – | – | ﹤0.01% | 863 |
|
|
2023
Q3 | $261K | Buy |
+4,100
| New | +$261K | ﹤0.01% | 917 |
|