Financial Perspectives’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
$20.3K Buy
182
+2
+1% +$223 0.01% 413
2025
Q1
$24.5K Hold
180
0.01% 386
2024
Q4
$22.8K Hold
180
0.01% 395
2024
Q3
$23.8K Hold
180
0.01% 370
2024
Q2
$19.6K Hold
180
0.01% 387
2024
Q1
$15.3K Hold
180
0.01% 413
2023
Q4
$16.5K Hold
180
0.01% 402
2023
Q3
$11.3K Hold
180
0.01% 433
2023
Q2
$11.3K Hold
180
0.01% 438
2023
Q1
$9.47K Hold
180
﹤0.01% 448
2022
Q4
$9.01K Hold
180
﹤0.01% 452
2022
Q3
$7.24K Hold
180
﹤0.01% 470
2022
Q2
$9.91K Hold
180
0.01% 443
2022
Q1
$8.72K Hold
180
﹤0.01% 478
2021
Q4
$10.9K Hold
180
0.01% 436
2021
Q3
$6.91K Hold
180
﹤0.01% 479
2021
Q2
$7.05K Sell
180
-50,390
-100% -$1.97M ﹤0.01% 497
2021
Q1
$18K Buy
50,570
+50,400
+29,647% +$17.9K ﹤0.01% 594
2020
Q4
$4.66K Hold
170
﹤0.01% 482
2020
Q3
$4.21K Hold
170
﹤0.01% 440
2020
Q2
$4K Hold
170
﹤0.01% 431
2020
Q1
$3.64K Hold
170
﹤0.01% 408
2019
Q4
$4.95K Buy
+170
New +$4.95K ﹤0.01% 394