Geneos Wealth Management’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 | $43.1K | Hold |
225
| – | – | ﹤0.01% | 1485 |
|
|
2025
Q4 | $34.5K | Sell |
225
-25
| -10% | -$3.67K | ﹤0.01% | 1537 |
|
|
2025
Q3 | $29.3K | Hold |
250
| – | – | ﹤0.01% | 1583 |
|
|
2025
Q2 | $27.9K | Sell |
250
-250
| -50% | -$30.2K | ﹤0.01% | 1875 |
|
|
2025
Q1 | $67.5K | Buy |
500
+250
| +100% | +$33.6K | ﹤0.01% | 1763 |
|
|
2024
Q4 | $31.5K | Hold |
250
| – | – | ﹤0.01% | 1523 |
|
|
2024
Q3 | $32.9K | Sell |
250
-250
| -50% | -$30.6K | ﹤0.01% | 1354 |
|
|
2024
Q2 | $54.3K | Sell |
500
-100
| -17% | -$9.26K | ﹤0.01% | 1041 |
|
|
2024
Q1 | $50.8K | Sell |
600
-620
| -51% | -$53.4K | ﹤0.01% | 1059 |
|
|
2023
Q4 | $113K | Sell |
1,220
-50
| -4% | -$3.62K | 0.01% | 803 |
|
|
2023
Q3 | $80.8K | Hold |
1,270
| – | – | ﹤0.01% | 929 |
|
|
2023
Q2 | $80.8K | Hold |
1,270
| – | – | ﹤0.01% | 937 |
|
|
2023
Q1 | $68K | Hold |
1,270
| – | – | ﹤0.01% | 973 |
|
|
2022
Q4 | $65.1K | Hold |
1,270
| – | – | ﹤0.01% | 956 |
|
|
2022
Q3 | $52K | Hold |
1,270
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q2 | $73K | Hold |
1,270
| – | – | ﹤0.01% | 1121 |
|
|
2022
Q1 | $63K | Buy |
1,270
+520
| +69% | +$28K | ﹤0.01% | 1271 |
|
|
2021
Q4 | $46K | Hold |
750
| – | – | ﹤0.01% | 1514 |
|
|
2021
Q3 | $29K | Buy |
750
+250
| +50% | +$9.95K | ﹤0.01% | 1736 |
|
|
2021
Q2 | $19K | Sell |
500
-150
| -23% | -$5.29K | ﹤0.01% | 1936 |
|
|
2021
Q1 | $19K | Hold |
650
| – | – | ﹤0.01% | 2103 |
|
|
2020
Q4 | $14K | Buy |
650
+150
| +30% | +$3.81K | ﹤0.01% | 2077 |
|
|
2020
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 1874 |
|
|
2020
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 1868 |
|
|
2020
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 1809 |
|
|
2019
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 1826 |
|
|
2019
Q3 | $15K | Sell |
500
-230
| -32% | -$7.19K | ﹤0.01% | 1727 |
|
|
2019
Q2 | $21K | Sell |
730
-230
| -24% | -$7.21K | ﹤0.01% | 1597 |
|
|
2019
Q1 | $27K | Hold |
960
| – | – | ﹤0.01% | 1429 |
|
|
2018
Q4 | $17K | Hold |
960
| – | – | ﹤0.01% | 1562 |
|
|
2018
Q3 | $17K | Sell |
960
-570
| -37% | -$9.13K | ﹤0.01% | 1644 |
|
|
2018
Q2 | $20K | Hold |
1,530
| – | – | ﹤0.01% | 1437 |
|
|
2018
Q1 | $26K | Hold |
1,530
| – | – | ﹤0.01% | 1272 |
|
|
2017
Q4 | $32K | Hold |
1,530
| – | – | ﹤0.01% | 1196 |
|
|
2017
Q3 | $33K | Hold |
1,530
| – | – | ﹤0.01% | 1128 |
|
|
2017
Q2 | $35K | Buy |
1,530
+460
| +43% | +$9.94K | ﹤0.01% | 1069 |
|
|
2017
Q1 | $22K | Buy |
+1,070
| New | +$19.1K | ﹤0.01% | 1196 |
|
|
2016
Q4 | – | Sell |
-1,620
| Closed | -$24K | – | 2055 |
|
|
2016
Q3 | $24K | Hold |
1,620
| – | – | ﹤0.01% | 1061 |
|
|
2016
Q2 | $23K | Hold |
1,620
| – | – | ﹤0.01% | 1067 |
|
|
2016
Q1 | $26K | Buy |
+1,620
| New | +$27.6K | ﹤0.01% | 1004 |
|
Other funds holding COKE
VPM
VCM
DT
