Corient Private Wealth’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 | $1.58M | Buy |
14,135
+435
| +3% | +$48.6K | ﹤0.01% | 1210 |
|
|
2025
Q1 | $1.85M | Buy |
13,700
+1,140
| +9% | +$154K | ﹤0.01% | 1002 |
|
|
2024
Q4 | $1.58M | Sell |
12,560
-6,080
| -33% | -$765K | ﹤0.01% | 1095 |
|
|
2024
Q3 | $2.45M | Buy |
18,640
+3,800
| +26% | +$500K | ﹤0.01% | 986 |
|
|
2024
Q2 | $1.61M | Sell |
14,840
-980
| -6% | -$106K | ﹤0.01% | 1121 |
|
|
2024
Q1 | $1.34M | Buy |
15,820
+3,790
| +32% | +$321K | ﹤0.01% | 1211 |
|
|
2023
Q4 | $1.12M | Buy |
12,030
+5,960
| +98% | +$553K | ﹤0.01% | 1239 |
|
|
2023
Q3 | $386K | Sell |
6,070
-3,440
| -36% | -$219K | ﹤0.01% | 1623 |
|
|
2023
Q2 | $605K | Buy |
+9,510
| New | +$605K | ﹤0.01% | 1354 |
|