Kovitz Investment Group Partners’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	$1.04M	Sell	9,332 -188	-2%	-$21K	﹤0.01%	798
2025 Q1	$1.29M	Buy	9,520 +180	+2%	+$24.3K	0.01%	677
2024 Q4	$1.18M	Buy	+9,340	New	+$1.18M	0.01%	685