Coyle Financial Counsel’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 | $262K | Buy |
2,342
+2
| +0.1% | +$223 | 0.07% | 81 |
|
|
2025
Q1 | $316K | Buy |
2,340
+60
| +3% | +$8.09K | 0.1% | 61 |
|
|
2024
Q4 | $288K | Hold |
2,280
| – | – | 0.09% | 63 |
|
|
2024
Q3 | $247K | Buy |
+2,280
| New | +$247K | 0.09% | 62 |
|
|
2024
Q1 | – | Sell |
-2,280
| Closed | -$211K | – | 76 |
|
|
2023
Q4 | $211K | Buy |
+2,280
| New | +$211K | 0.08% | 64 |
|