Integrated Wealth Concepts’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
$518K Buy
4,638
+1,088
+31% +$121K 0.01% 1254
2025
Q1
$479K Sell
3,550
-200
-5% -$27K 0.01% 1166
2024
Q4
$472K Buy
3,750
+30
+0.8% +$3.78K 0.01% 1150
2024
Q3
$490K Sell
3,720
-360
-9% -$47.4K 0.01% 1094
2024
Q2
$443K Sell
4,080
-130
-3% -$14.1K 0.01% 1098
2024
Q1
$357K Sell
4,210
-240
-5% -$20.3K 0.01% 1230
2023
Q4
$413K Buy
4,450
+10
+0.2% +$929 0.01% 1087
2023
Q3
$283K Buy
4,440
+30
+0.7% +$1.91K 0.01% 1255
2023
Q2
$280K Sell
4,410
-1,230
-22% -$78.2K ﹤0.01% 1258
2023
Q1
$302K Buy
+5,640
New +$302K 0.01% 1056