IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.17M | Sell |
11,328
-6,383
| -36% | -$1.12M | 0.05% | 428 |
|
|
2025
Q4 | $2.72M | Sell |
17,711
-2,518
| -12% | -$369K | 0.06% | 342 |
|
|
2025
Q3 | $2.37M | Buy |
20,229
+490
| +2% | +$56.8K | 0.06% | 338 |
|
|
2025
Q2 | $2.2M | Buy |
19,739
+5,759
| +41% | +$695K | 0.06% | 334 |
|
|
2025
Q1 | $1.89M | Buy |
13,980
+650
| +5% | +$87.4K | 0.06% | 367 |
|
|
2024
Q4 | $1.68M | Buy |
13,330
+420
| +3% | +$52.6K | 0.06% | 373 |
|
|
2024
Q3 | $1.7M | Buy |
12,910
+10,260
| +387% | +$1.26M | 0.06% | 339 |
|
|
2024
Q2 | $288K | Buy |
2,650
+170
| +7% | +$15.7K | 0.01% | 858 |
|
|
2024
Q1 | $211K | Buy |
2,480
+770
| +45% | +$66.4K | 0.01% | 975 |
|
|
2023
Q4 | $159K | Buy |
1,710
+1,600
| +1,455% | +$116K | 0.01% | 1062 |
|
|
2023
Q3 | $7K | Sell |
110
-20
| -15% | -$1.33K | ﹤0.01% | 2400 |
|
|
2023
Q2 | $8.27K | Sell |
130
-60
| -32% | -$3.71K | ﹤0.01% | 2361 |
|
|
2023
Q1 | $2.41K | Buy |
190
+80
| +73% | +$4.13K | ﹤0.01% | 2838 |
|
|
2022
Q4 | $2K | Sell |
110
-30
| -21% | -$1.44K | ﹤0.01% | 4131 |
|
|
2022
Q3 | $2K | Buy |
140
+70
| +100% | +$3.44K | ﹤0.01% | 4332 |
|
|
2022
Q2 | $1K | Hold |
70
| – | – | ﹤0.01% | 4304 |
|
|
2022
Q1 | $1K | Sell |
70
-130
| -65% | -$7K | ﹤0.01% | 4304 |
|
|
2021
Q4 | $12K | Sell |
200
-30
| -13% | -$1.48K | ﹤0.01% | 2145 |
|
|
2021
Q3 | $9K | Hold |
230
| – | – | ﹤0.01% | 2312 |
|
|
2021
Q2 | $9K | Hold |
230
| – | – | ﹤0.01% | 2243 |
|
|
2021
Q1 | $6K | Sell |
230
-110
| -32% | -$3.02K | ﹤0.01% | 2328 |
|
|
2020
Q4 | $9K | Buy |
340
+60
| +21% | +$1.53K | ﹤0.01% | 2103 |
|
|
2020
Q3 | $7K | Buy |
280
+200
| +250% | +$5.01K | ﹤0.01% | 2030 |
|
|
2020
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 2369 |
|
|
2020
Q1 | $2K | Sell |
80
-800
| -91% | -$19.9K | ﹤0.01% | 2338 |
|
|
2019
Q4 | $26K | Hold |
880
| – | – | ﹤0.01% | 1508 |
|
|
2019
Q3 | $26K | Buy |
+880
| New | +$27.5K | ﹤0.01% | 1642 |
|
|
2019
Q1 | – | Sell |
-180
| Closed | -$3K | – | 2539 |
|
|
2018
Q4 | $3K | Sell |
180
-820
| -82% | -$15.2K | ﹤0.01% | 3018 |
|
|
2018
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 2502 |
|
|
2018
Q2 | $14K | Buy |
1,000
+380
| +61% | +$5.61K | ﹤0.01% | 2680 |
|
|
2018
Q1 | $13K | Hold |
620
| – | – | ﹤0.01% | 2625 |
|
|
2017
Q4 | $13K | Sell |
620
-380
| -38% | -$8.27K | ﹤0.01% | 2661 |
|
|
2017
Q3 | $22K | Buy |
1,000
+30
| +3% | +$662 | ﹤0.01% | 2530 |
|
|
2017
Q2 | $22K | Buy |
970
+100
| +11% | +$2.16K | ﹤0.01% | 2516 |
|
|
2017
Q1 | $18K | Sell |
870
-180
| -17% | -$3.21K | ﹤0.01% | 2558 |
|
|
2016
Q4 | $19K | Sell |
1,050
-1,170
| -53% | -$18.4K | ﹤0.01% | 2493 |
|
|
2016
Q3 | $33K | Hold |
2,220
| – | – | ﹤0.01% | 2071 |
|
|
2016
Q2 | $33K | Buy |
+2,220
| New | +$32.5K | ﹤0.01% | 2008 |
|
|
2016
Q1 | – | Sell |
-350
| Closed | -$6K | – | 2538 |
|
|
2015
Q4 | $6K | Buy |
+350
| New | +$6.83K | ﹤0.01% | 2847 |
|
Other funds holding COKE
VPM
VCM
DT
