Global Retirement Partners’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
2025 Q4	$317K	Buy	2,068 +2,038	+6,793%	+$299K	0.01%	1211
2025 Q3	$3.52K	Hold	30	–	–	﹤0.01%	3107
2025 Q2	$3.35K	Buy	+30	New	+$3.62K	﹤0.01%	3051
2024 Q4	$1.26K	Hold	10	–	–	﹤0.01%	3225
2024 Q3	$1.32K	Hold	10	–	–	﹤0.01%	3072
2024 Q2	$1.08K	Hold	10	–	–	﹤0.01%	3140
2024 Q1	$846	Hold	10	–	–	﹤0.01%	3016
2023 Q4	$909	Hold	10	–	–	﹤0.01%	2925
2023 Q3	$645	Sell	10 -20	-67%	-$1.33K	﹤0.01%	2890
2023 Q2	$1.91K	Buy	30 +20	+200%	+$1.24K	﹤0.01%	2568
2023 Q1	$591	Hold	10	–	–	﹤0.01%	2885
2022 Q4	$512	Hold	10	–	–	﹤0.01%	2750
2022 Q3	$0	Sell	10 -40	-80%	-$1.97K	﹤0.01%	2732
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	2035
2022 Q1	$3K	Buy	+50	New	+$2.69K	﹤0.01%	2034
2018 Q4	–	Sell	-10,000	Closed	-$182K	–	1467
2018 Q3	$182K	Hold	10,000	–	–	0.04%	310
2018 Q2	$135K	Hold	10,000	–	–	0.03%	337
2018 Q1	$173K	Hold	10,000	–	–	0.05%	298
2017 Q4	$215K	Hold	10,000	–	–	0.06%	252
2017 Q3	$216K	Hold	10,000	–	–	0.09%	218
2017 Q2	$229K	Hold	10,000	–	–	0.11%	179
2017 Q1	$206K	Hold	10,000	–	–	0.12%	165
2016 Q4	$179K	Buy	+10,000	New	+$157K	0.12%	161