EP Wealth Advisors’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	$628K	Sell	5,628 -262	-4%	-$29.3K	﹤0.01%	701
2025 Q1	$795K	Buy	5,890 +30	+0.5%	+$4.05K	0.01%	557
2024 Q4	$738K	Sell	5,860 -260	-4%	-$32.8K	0.01%	580
2024 Q3	$806K	Buy	+6,120	New	+$806K	0.01%	550