Loring Wolcott & Coolidge Fiduciary 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 | $348K | Hold |
3,120
| – | – | ﹤0.01% | 233 |
|
|
2025
Q1 | $434K | Hold |
3,120
| – | – | ﹤0.01% | 221 |
|
|
2024
Q4 | $412K | Hold |
3,120
| – | – | ﹤0.01% | 228 |
|
|
2024
Q3 | $394K | Hold |
3,120
| – | – | ﹤0.01% | 228 |
|
|
2024
Q2 | $338K | Hold |
3,120
| – | – | ﹤0.01% | 225 |
|
|
2024
Q1 | $259K | Hold |
3,120
| – | – | ﹤0.01% | 252 |
|
|
2023
Q4 | $269K | Hold |
3,120
| – | – | ﹤0.01% | 249 |
|
|
2023
Q3 | $201K | Hold |
3,120
| – | – | ﹤0.01% | 285 |
|
|
2023
Q2 | $198K | Hold |
3,120
| – | – | ﹤0.01% | 297 |
|
|
2023
Q1 | $167K | Hold |
3,120
| – | – | ﹤0.01% | 292 |
|
|
2022
Q4 | $160K | Hold |
3,120
| – | – | ﹤0.01% | 295 |
|
|
2022
Q3 | $128K | Hold |
3,120
| – | – | ﹤0.01% | 323 |
|
|
2022
Q2 | $176K | Hold |
3,120
| – | – | ﹤0.01% | 303 |
|
|
2022
Q1 | $155K | Hold |
3,120
| – | – | ﹤0.01% | 327 |
|
|
2021
Q4 | $193K | Hold |
3,120
| – | – | ﹤0.01% | 317 |
|
|
2021
Q3 | $123K | Hold |
3,120
| – | – | ﹤0.01% | 365 |
|
|
2021
Q2 | $125K | Buy |
+3,120
| New | +$125K | ﹤0.01% | 370 |
|
|
2021
Q1 | – | Sell |
-3,120
| Closed | -$83K | – | 387 |
|
|
2020
Q4 | $83K | Hold |
3,120
| – | – | ﹤0.01% | 374 |
|
|
2020
Q3 | $75K | Hold |
3,120
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $72K | Hold |
3,120
| – | – | ﹤0.01% | 346 |
|
|
2020
Q1 | $65K | Hold |
3,120
| – | – | ﹤0.01% | 343 |
|
|
2019
Q4 | $89K | Hold |
3,120
| – | – | ﹤0.01% | 359 |
|
|
2019
Q3 | $95K | Hold |
3,120
| – | – | ﹤0.01% | 345 |
|
|
2019
Q2 | $93K | Hold |
3,120
| – | – | ﹤0.01% | 341 |
|
|
2019
Q1 | $90K | Hold |
3,120
| – | – | ﹤0.01% | 333 |
|
|
2018
Q4 | $55K | Hold |
3,120
| – | – | ﹤0.01% | 397 |
|
|
2018
Q3 | $57K | Hold |
3,120
| – | – | ﹤0.01% | 413 |
|
|
2018
Q2 | $42K | Hold |
3,120
| – | – | ﹤0.01% | 444 |
|
|
2018
Q1 | $54K | Hold |
3,120
| – | – | ﹤0.01% | 435 |
|
|
2017
Q4 | $67K | Hold |
3,120
| – | – | ﹤0.01% | 406 |
|
|
2017
Q3 | $67K | Hold |
3,120
| – | – | ﹤0.01% | 400 |
|
|
2017
Q2 | $75K | Hold |
3,120
| – | – | ﹤0.01% | 385 |
|
|
2017
Q1 | $64K | Hold |
3,120
| – | – | ﹤0.01% | 392 |
|
|
2016
Q4 | $56K | Hold |
3,120
| – | – | ﹤0.01% | 381 |
|
|
2016
Q3 | $46K | Hold |
3,120
| – | – | ﹤0.01% | 401 |
|
|
2016
Q2 | $46K | Hold |
3,120
| – | – | ﹤0.01% | 402 |
|
|
2016
Q1 | $50K | Hold |
3,120
| – | – | ﹤0.01% | 393 |
|
|
2015
Q4 | $57K | Hold |
3,120
| – | – | ﹤0.01% | 407 |
|
|
2015
Q3 | $47K | Hold |
3,120
| – | – | ﹤0.01% | 420 |
|
|
2015
Q2 | $47K | Hold |
3,120
| – | – | ﹤0.01% | 420 |
|
|
2015
Q1 | $35K | Hold |
3,120
| – | – | ﹤0.01% | 469 |
|
|
2014
Q4 | $27K | Hold |
3,120
| – | – | ﹤0.01% | 483 |
|
|
2014
Q3 | $23K | Hold |
3,120
| – | – | ﹤0.01% | 473 |
|
|
2014
Q2 | $23K | Hold |
3,120
| – | – | ﹤0.01% | 501 |
|
|
2014
Q1 | $27K | Hold |
3,120
| – | – | ﹤0.01% | 465 |
|
|
2013
Q4 | $23K | Hold |
3,120
| – | – | ﹤0.01% | 460 |
|
|
2013
Q3 | $20K | Hold |
3,120
| – | – | ﹤0.01% | 441 |
|
|
2013
Q2 | $19K | Buy |
+3,120
| New | +$19K | ﹤0.01% | 485 |
|