FIA
Foundations Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
2,259
+2,026
| +870% | +$226K | ﹤0.01% | 804 |
|
|
2025
Q1 | $314K | Buy |
233
+60
| +35% | +$80.8K | 0.01% | 701 |
|
|
2024
Q4 | $218K | Buy |
+173
| New | +$218K | ﹤0.01% | 782 |
|
|
2024
Q2 | – | Sell |
-257
| Closed | -$218K | – | 760 |
|
|
2024
Q1 | $218K | Buy |
257
+3
| +1% | +$2.54K | 0.01% | 660 |
|
|
2023
Q4 | $228K | Buy |
+254
| New | +$228K | 0.01% | 615 |
|