Creative Planning’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 | $2.82M | Sell |
25,240
-830
| -3% | -$92.7K | ﹤0.01% | 1072 |
|
|
2025
Q1 | $3.52M | Buy |
26,070
+650
| +3% | +$87.8K | ﹤0.01% | 852 |
|
|
2024
Q4 | $3.2M | Buy |
25,420
+70
| +0.3% | +$8.82K | ﹤0.01% | 864 |
|
|
2024
Q3 | $3.34M | Buy |
25,350
+470
| +2% | +$61.9K | ﹤0.01% | 809 |
|
|
2024
Q2 | $2.7M | Buy |
24,880
+3,680
| +17% | +$399K | ﹤0.01% | 861 |
|
|
2024
Q1 | $1.79M | Buy |
21,200
+120
| +0.6% | +$10.2K | ﹤0.01% | 1014 |
|
|
2023
Q4 | $1.96M | Buy |
21,080
+1,440
| +7% | +$134K | ﹤0.01% | 923 |
|
|
2023
Q3 | $1.25M | Buy |
19,640
+510
| +3% | +$32.4K | ﹤0.01% | 1058 |
|
|
2023
Q2 | $1.22M | Sell |
19,130
-280
| -1% | -$17.8K | ﹤0.01% | 1033 |
|
|
2023
Q1 | $1.04M | Buy |
19,410
+110
| +0.6% | +$5.89K | ﹤0.01% | 1058 |
|
|
2022
Q4 | $989K | Buy |
19,300
+1,200
| +7% | +$61.5K | ﹤0.01% | 1038 |
|
|
2022
Q3 | $745K | Sell |
18,100
-980
| -5% | -$40.3K | ﹤0.01% | 1095 |
|
|
2022
Q2 | $1.08M | Sell |
19,080
-70
| -0.4% | -$3.95K | ﹤0.01% | 940 |
|
|
2022
Q1 | $951K | Sell |
19,150
-130
| -0.7% | -$6.46K | ﹤0.01% | 1005 |
|
|
2021
Q4 | $1.19M | Buy |
19,280
+900
| +5% | +$55.7K | ﹤0.01% | 875 |
|
|
2021
Q3 | $724K | Sell |
18,380
-150
| -0.8% | -$5.91K | ﹤0.01% | 1104 |
|
|
2021
Q2 | $745K | Sell |
18,530
-1,310
| -7% | -$52.7K | ﹤0.01% | 1068 |
|
|
2021
Q1 | $573K | Buy |
19,840
+1,840
| +10% | +$53.1K | ﹤0.01% | 1324 |
|
|
2020
Q4 | $479K | Buy |
18,000
+670
| +4% | +$17.8K | ﹤0.01% | 1323 |
|
|
2020
Q3 | $417K | Sell |
17,330
-370
| -2% | -$8.9K | ﹤0.01% | 1212 |
|
|
2020
Q2 | $406K | Buy |
17,700
+590
| +3% | +$13.5K | ﹤0.01% | 1129 |
|
|
2020
Q1 | $357K | Buy |
17,110
+540
| +3% | +$11.3K | ﹤0.01% | 1095 |
|
|
2019
Q4 | $471K | Buy |
16,570
+120
| +0.7% | +$3.41K | ﹤0.01% | 1135 |
|
|
2019
Q3 | $500K | Buy |
16,450
+10
| +0.1% | +$304 | ﹤0.01% | 1058 |
|
|
2019
Q2 | $492K | Sell |
16,440
-60
| -0.4% | -$1.8K | ﹤0.01% | 1080 |
|
|
2019
Q1 | $475K | Buy |
16,500
+330
| +2% | +$9.5K | ﹤0.01% | 1046 |
|
|
2018
Q4 | $287K | Buy |
16,170
+10
| +0.1% | +$177 | ﹤0.01% | 1247 |
|
|
2018
Q3 | $295K | Buy |
16,160
+320
| +2% | +$5.84K | ﹤0.01% | 1394 |
|
|
2018
Q2 | $214K | Sell |
15,840
-480
| -3% | -$6.49K | ﹤0.01% | 1587 |
|
|
2018
Q1 | $282K | Sell |
16,320
-1,590
| -9% | -$27.5K | ﹤0.01% | 1365 |
|
|
2017
Q4 | $385K | Buy |
17,910
+640
| +4% | +$13.8K | ﹤0.01% | 1211 |
|
|
2017
Q3 | $373K | Sell |
17,270
-110
| -0.6% | -$2.38K | ﹤0.01% | 1192 |
|
|
2017
Q2 | $398K | Buy |
17,380
+10
| +0.1% | +$229 | ﹤0.01% | 1131 |
|
|
2017
Q1 | $358K | Buy |
17,370
+10,040
| +137% | +$207K | ﹤0.01% | 1158 |
|
|
2016
Q4 | $131K | Buy |
7,330
+700
| +11% | +$12.5K | ﹤0.01% | 1668 |
|
|
2016
Q3 | $98K | Hold |
6,630
| – | – | ﹤0.01% | 1848 |
|
|
2016
Q2 | $98K | Buy |
6,630
+110
| +2% | +$1.63K | ﹤0.01% | 1683 |
|
|
2016
Q1 | $104K | Hold |
6,520
| – | – | ﹤0.01% | 1598 |
|
|
2015
Q4 | $119K | Hold |
6,520
| – | – | ﹤0.01% | 1514 |
|
|
2015
Q3 | $126K | Buy |
+6,520
| New | +$126K | ﹤0.01% | 1447 |
|
|
2015
Q2 | – | Sell |
-5,350
| Closed | -$61K | – | 1397 |
|
|
2015
Q1 | $61K | Hold |
5,350
| – | – | ﹤0.01% | 1861 |
|
|
2014
Q4 | $47K | Buy |
5,350
+510
| +11% | +$4.48K | ﹤0.01% | 2025 |
|
|
2014
Q3 | $36K | Buy |
4,840
+2,030
| +72% | +$15.1K | ﹤0.01% | 2125 |
|
|
2014
Q2 | $21K | Sell |
2,810
-1,200
| -30% | -$8.97K | ﹤0.01% | 2414 |
|
|
2014
Q1 | $34K | Buy |
4,010
+2,010
| +101% | +$17K | ﹤0.01% | 2031 |
|
|
2013
Q4 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 2348 |
|
|
2013
Q3 | $13K | Buy |
+2,000
| New | +$13K | ﹤0.01% | 2310 |
|