Icon Wealth Advisors’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	–	Sell	-880	Closed	-$119K	–	516
2025 Q1	$119K	Sell	880 -60	-6%	-$8.1K	0.01%	451
2024 Q4	$118K	Sell	940 -80	-8%	-$10.1K	0.01%	471
2024 Q3	$134K	Sell	1,020 -60	-6%	-$7.9K	0.01%	425
2024 Q2	$124K	Buy	+1,080	New	+$124K	0.01%	398