KSWA
Kathleen S. Wright Associates’s Coca-Cola Consolidated COKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Hold |
11,000
| – | – | 0.3% | 61 |
|
|
2025
Q1 | $786K | Hold |
11,000
| – | – | 0.32% | 59 |
|
|
2024
Q4 | $681K | Hold |
11,000
| – | – | 0.28% | 67 |
|
|
2024
Q3 | $761K | Hold |
11,000
| – | – | 0.31% | 57 |
|
|
2024
Q2 | $699K | Hold |
11,000
| – | – | 0.32% | 60 |
|
|
2024
Q1 | $645K | Hold |
11,000
| – | – | 0.3% | 59 |
|
|
2023
Q4 | $659K | Hold |
11,000
| – | – | 0.34% | 58 |
|
|
2023
Q3 | $592K | Buy |
+11,000
| New | +$592K | 0.33% | 60 |
|