Kingswood Wealth 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	$944K	Sell	8,452 -88	-1%	-$9.83K	0.07%	274
2025 Q1	$1.15M	Buy	8,540 +30	+0.4%	+$4.05K	0.11%	220
2024 Q4	$1.07M	Sell	8,510 -80	-0.9%	-$10.1K	0.08%	257
2024 Q3	$1.13M	Buy	+8,590	New	+$1.13M	0.08%	262