IEQ Capital’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	$1.55M	Sell	13,866 -5,864	-30%	-$655K	0.01%	722
2025 Q1	$2.66M	Buy	19,730 +16,330	+480%	+$2.2M	0.02%	510
2024 Q4	$429K	Buy	+3,400	New	+$429K	﹤0.01%	898