Kestra Private Wealth 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	–	Sell	-2,300	Closed	-$311K	–	1622
2025 Q1	$311K	Sell	2,300 -510	-18%	-$68.9K	0.01%	1181
2024 Q4	$354K	Sell	2,810 -50	-2%	-$6.3K	0.01%	1072
2024 Q3	$376K	Buy	+2,860	New	+$376K	0.01%	998