Harvest Investment Services’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 | $3.6M | Buy |
32,231
+4,341
| +16% | +$485K | 0.8% | 24 |
|
2025
Q1 | $3.77M | Buy |
27,890
+1,590
| +6% | +$215K | 1.05% | 19 |
|
2024
Q4 | $3.31M | Buy |
26,300
+14,920
| +131% | +$1.88M | 0.81% | 32 |
|
2024
Q3 | $1.5M | Buy |
11,380
+1,380
| +14% | +$182K | 0.48% | 58 |
|
2024
Q2 | $1.09M | Sell |
10,000
-8,420
| -46% | -$914K | 0.43% | 59 |
|
2024
Q1 | $1.56M | Buy |
+18,420
| New | +$1.56M | 0.63% | 47 |
|