Forum Financial Management’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	$213K	Buy	1,911 +161	+9%	+$18K	﹤0.01%	872
2025 Q1	$236K	Buy	1,750 +20	+1%	+$2.7K	﹤0.01%	721
2024 Q4	$218K	Hold	1,730	–	–	﹤0.01%	805
2024 Q3	$228K	Buy	+1,730	New	+$228K	﹤0.01%	658