James Investment Research’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $2.3M | Buy |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.05M | Hold |
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|
2024
Q1 | $818K | Hold |
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|
2023
Q4 | $897K | Hold |
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|
2023
Q3 | $615K | Hold |
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|
2023
Q2 | $614K | Hold |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | $261K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.1M | Sell |
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|
2016
Q2 | $4.96M | Hold |
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|
2016
Q1 | $5.37M | Buy |
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|
2015
Q4 | $4.85M | Buy |
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|
2015
Q3 | $4.19M | Buy |
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|
2015
Q2 | $2.07M | Buy |
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|
2015
Q1 | $1.38M | Buy |
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|
2014
Q4 | $1.03M | Buy |
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|
2014
Q3 | $419K | Buy |
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|
2014
Q2 | $385K | Hold |
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|
2014
Q1 | $444K | Buy |
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