Congress Wealth Management’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	–	Sell	-1,940	Closed	-$262K	–	1185
2025 Q1	$262K	Buy	1,940 +100	+5%	+$13.5K	﹤0.01%	968
2024 Q4	$232K	Buy	1,840 +140	+8%	+$17.6K	﹤0.01%	824
2024 Q3	$224K	Buy	+1,700	New	+$224K	﹤0.01%	801