Clearstead Advisors’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 | $528K | Sell |
|
|||||
|
2025
Q1 | $645K | Buy |
|
|||||
|
2024
Q4 | $588K | Hold |
|
|||||
|
2024
Q3 | $615K | Hold |
|
|||||
|
2024
Q2 | $507K | Hold |
|
|||||
|
2024
Q1 | $445K | Hold |
|
|||||
|
2023
Q4 | $434K | Sell |
|
|||||
|
2023
Q3 | $594K | Buy |
|
|||||
|
2023
Q2 | $297K | Hold |
|
|||||
|
2023
Q1 | $250K | Hold |
|
|||||
|
2022
Q4 | $239K | Hold |
|
|||||
|
2022
Q3 | $192K | Hold |
|
|||||
|
2022
Q2 | $263K | Hold |
|
|||||
|
2022
Q1 | $232K | Hold |
|
|||||
|
2021
Q4 | $289K | Hold |
|
|||||
|
2021
Q3 | $184K | Hold |
|
|||||
|
2021
Q2 | $188K | Hold |
|
|||||
|
2021
Q1 | $135K | Hold |
|
|||||
|
2020
Q4 | $124K | Hold |
|
|||||
|
2020
Q3 | $112K | Sell |
|
|||||
|
2020
Q2 | $108K | Buy |
|
|||||
|
2020
Q1 | $97K | Buy |
|