EP Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

EP Wealth Advisors’s Portfolio COKE Stock Details COKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$628K	Sell
2025 Q1	$795K	Buy
2024 Q4	$738K	Sell
2024 Q3	$806K	Buy