Larson Financial Group’s Coca-Cola Consolidated COKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$719K	Sell	3,748 -506	-12%	-$88.6K	0.02%	380
2025 Q4	$652K	Sell	4,254 -612	-13%	-$89.8K	0.02%	397
2025 Q3	$570K	Buy	4,866 +744	+18%	+$86.2K	0.02%	424
2025 Q2	$460K	Buy	4,122 +562	+16%	+$67.9K	0.02%	458
2025 Q1	$481K	Buy	3,560 +750	+27%	+$101K	0.02%	417
2024 Q4	$354K	Sell	2,810 -310	-10%	-$38.8K	0.02%	439
2024 Q3	$411K	Buy	3,120 +1,410	+82%	+$173K	0.02%	387
2024 Q2	$185K	Sell	1,710 -20	-1%	-$1.85K	0.01%	486
2024 Q1	$146K	Sell	1,730 -20	-1%	-$1.72K	0.01%	474
2023 Q4	$162K	Sell	1,750 -20	-1%	-$1.45K	0.01%	397
2023 Q3	$112K	Buy	1,770 +1,010	+133%	+$67.1K	0.01%	432
2023 Q2	$48.4K	Hold	760	–	–	﹤0.01%	568
2023 Q1	$40.7K	Hold	760	–	–	﹤0.01%	593
2022 Q4	$39K	Buy	760 +510	+204%	+$24.4K	﹤0.01%	568
2022 Q3	$10K	Buy	+250	New	+$12.3K	﹤0.01%	787