Kestra Advisory Services’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 | $322K | Buy |
2,882
+582
| +25% | +$65K | ﹤0.01% | 2280 |
|
|
2025
Q1 | $311K | Sell |
2,300
-80
| -3% | -$10.8K | ﹤0.01% | 2149 |
|
|
2024
Q4 | $300K | Buy |
2,380
+430
| +22% | +$54.2K | ﹤0.01% | 2206 |
|
|
2024
Q3 | $257K | Sell |
1,950
-410
| -17% | -$54.1K | ﹤0.01% | 2189 |
|
|
2024
Q2 | $256K | Buy |
+2,360
| New | +$256K | ﹤0.01% | 2211 |
|
|
2024
Q1 | – | Sell |
-2,640
| Closed | -$245K | – | 2470 |
|
|
2023
Q4 | $245K | Buy |
+2,640
| New | +$245K | ﹤0.01% | 1982 |
|
|
2023
Q1 | – | Sell |
-4,650
| Closed | -$238K | – | 2116 |
|
|
2022
Q4 | $238K | Buy |
+4,650
| New | +$238K | ﹤0.01% | 1904 |
|
|
2022
Q3 | – | Sell |
-4,210
| Closed | -$237K | – | 2129 |
|
|
2022
Q2 | $237K | Buy |
+4,210
| New | +$237K | ﹤0.01% | 1792 |
|