GeoWealth 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 Q1	–	Sell	-210	Closed	-$26.5K	–	1211
2024 Q4	$26.5K	Sell	210 -90	-30%	-$11.3K	﹤0.01%	1315
2024 Q3	$39.5K	Buy	+300	New	+$39.5K	﹤0.01%	1141