Edgestream Partners’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 |
-26,950
| Closed | -$3.64M | – | 872 |
|
2025
Q1 | $3.64M | Buy |
+26,950
| New | +$3.64M | 0.12% | 320 |
|
2024
Q2 | – | Sell |
-48,920
| Closed | -$4.14M | – | 876 |
|
2024
Q1 | $4.14M | Buy |
+48,920
| New | +$4.14M | 0.21% | 161 |
|
2023
Q4 | – | Sell |
-12,150
| Closed | -$773K | – | 865 |
|
2023
Q3 | $773K | Buy |
+12,150
| New | +$773K | 0.06% | 475 |
|