J.W. Cole 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 | $412K | Buy |
3,686
+46
| +1% | +$5.14K | 0.01% | 994 |
|
|
2025
Q1 | $492K | Buy |
3,640
+870
| +31% | +$118K | 0.02% | 773 |
|
|
2024
Q4 | $349K | Buy |
2,770
+20
| +0.7% | +$2.52K | 0.01% | 729 |
|
|
2024
Q3 | $362K | Hold |
2,750
| – | – | 0.02% | 713 |
|
|
2024
Q2 | $298K | Hold |
2,750
| – | – | 0.01% | 707 |
|
|
2024
Q1 | $233K | Hold |
2,750
| – | – | 0.01% | 784 |
|
|
2023
Q4 | $255K | Buy |
+2,750
| New | +$255K | 0.02% | 694 |
|