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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$656K	Buy	3,423 +468	+16%	+$82K	0.02%	498
2025 Q4	$453K	Sell	2,955 -8	-0.3%	-$1.17K	0.02%	575
2025 Q3	$347K	Buy	2,963 +252	+9%	+$29.2K	0.01%	657
2025 Q2	$303K	Buy	2,711 +811	+43%	+$97.9K	0.01%	668
2025 Q1	$256K	Sell	1,900 -1,180	-38%	-$159K	0.01%	576
2024 Q4	$388K	Buy	3,080 +430	+16%	+$53.8K	0.02%	435
2024 Q3	$349K	Buy	2,650 +360	+16%	+$44.1K	0.02%	409
2024 Q2	$262K	Buy	2,290 +1,600	+232%	+$148K	0.02%	473
2024 Q1	$57K	Buy	690 +350	+103%	+$30.2K	﹤0.01%	922
2023 Q4	$31.6K	Buy	340 +100	+42%	+$7.24K	﹤0.01%	1071
2023 Q3	$15.3K	Sell	240 -90	-27%	-$5.98K	﹤0.01%	1232
2023 Q2	$21K	Buy	330 +130	+65%	+$8.04K	﹤0.01%	1136
2023 Q1	$10.7K	Sell	200 -70	-26%	-$3.62K	﹤0.01%	1322
2022 Q4	$13.8K	Hold	270	–	–	﹤0.01%	1201
2022 Q3	$11K	Hold	270	–	–	﹤0.01%	1089
2022 Q2	$15K	Hold	270	–	–	﹤0.01%	906
2022 Q1	$13K	Hold	270	–	–	﹤0.01%	871
2021 Q4	$17K	Buy	+270	New	+$13.3K	﹤0.01%	744