LPL Financial’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 | $6.65M | Buy |
59,533
+6,293
| +12% | +$703K | ﹤0.01% | 2071 |
|
|
2025
Q1 | $7.19M | Buy |
53,240
+1,970
| +4% | +$266K | ﹤0.01% | 1847 |
|
|
2024
Q4 | $6.46M | Buy |
51,270
+9,790
| +24% | +$1.23M | ﹤0.01% | 1853 |
|
|
2024
Q3 | $5.46M | Buy |
41,480
+4,620
| +13% | +$608K | ﹤0.01% | 1915 |
|
|
2024
Q2 | $4M | Sell |
36,860
-2,850
| -7% | -$309K | ﹤0.01% | 2024 |
|
|
2024
Q1 | $3.36M | Sell |
39,710
-410
| -1% | -$34.7K | ﹤0.01% | 2080 |
|
|
2023
Q4 | $3.73M | Sell |
40,120
-890
| -2% | -$82.6K | ﹤0.01% | 1879 |
|
|
2023
Q3 | $2.61M | Buy |
41,010
+1,020
| +3% | +$64.9K | ﹤0.01% | 2080 |
|
|
2023
Q2 | $2.54M | Buy |
39,990
+2,190
| +6% | +$139K | ﹤0.01% | 2041 |
|
|
2023
Q1 | $2.02M | Sell |
37,800
-2,240
| -6% | -$120K | ﹤0.01% | 2127 |
|
|
2022
Q4 | $2.05M | Sell |
40,040
-510
| -1% | -$26.1K | ﹤0.01% | 2057 |
|
|
2022
Q3 | $1.67M | Sell |
40,550
-900
| -2% | -$37.1K | ﹤0.01% | 2115 |
|
|
2022
Q2 | $2.34M | Sell |
41,450
-5,990
| -13% | -$338K | ﹤0.01% | 1906 |
|
|
2022
Q1 | $2.36M | Buy |
47,440
+1,320
| +3% | +$65.6K | ﹤0.01% | 1918 |
|
|
2021
Q4 | $2.86M | Buy |
46,120
+4,830
| +12% | +$299K | ﹤0.01% | 1828 |
|
|
2021
Q3 | $1.63M | Buy |
41,290
+4,570
| +12% | +$180K | ﹤0.01% | 2202 |
|
|
2021
Q2 | $1.48M | Buy |
36,720
+6,000
| +20% | +$241K | ﹤0.01% | 2218 |
|
|
2021
Q1 | $887K | Buy |
30,720
+2,050
| +7% | +$59.2K | ﹤0.01% | 2495 |
|
|
2020
Q4 | $763K | Buy |
28,670
+2,390
| +9% | +$63.6K | ﹤0.01% | 2401 |
|
|
2020
Q3 | $633K | Sell |
26,280
-2,240
| -8% | -$54K | ﹤0.01% | 2275 |
|
|
2020
Q2 | $654K | Buy |
28,520
+7,530
| +36% | +$173K | ﹤0.01% | 2144 |
|
|
2020
Q1 | $438K | Sell |
20,990
-80
| -0.4% | -$1.67K | ﹤0.01% | 2170 |
|
|
2019
Q4 | $599K | Sell |
21,070
-4,250
| -17% | -$121K | ﹤0.01% | 2215 |
|
|
2019
Q3 | $769K | Sell |
25,320
-700
| -3% | -$21.3K | ﹤0.01% | 1918 |
|
|
2019
Q2 | $779K | Sell |
26,020
-22,950
| -47% | -$687K | ﹤0.01% | 1913 |
|
|
2019
Q1 | $1.41M | Sell |
48,970
-2,010
| -4% | -$57.8K | ﹤0.01% | 1414 |
|
|
2018
Q4 | $904K | Buy |
50,980
+3,420
| +7% | +$60.6K | ﹤0.01% | 1596 |
|
|
2018
Q3 | $867K | Buy |
47,560
+3,030
| +7% | +$55.2K | ﹤0.01% | 1780 |
|
|
2018
Q2 | $602K | Buy |
44,530
+750
| +2% | +$10.1K | ﹤0.01% | 2019 |
|
|
2018
Q1 | $756K | Buy |
43,780
+6,620
| +18% | +$114K | ﹤0.01% | 1808 |
|
|
2017
Q4 | $800K | Sell |
37,160
-190
| -0.5% | -$4.09K | ﹤0.01% | 1689 |
|
|
2017
Q3 | $806K | Sell |
37,350
-2,110
| -5% | -$45.5K | ﹤0.01% | 1577 |
|
|
2017
Q2 | $903K | Sell |
39,460
-1,300
| -3% | -$29.7K | ﹤0.01% | 1435 |
|
|
2017
Q1 | $812K | Buy |
40,760
+1,620
| +4% | +$32.3K | 0.01% | 1411 |
|
|
2016
Q4 | $703K | Sell |
39,140
-550
| -1% | -$9.88K | 0.01% | 1449 |
|
|
2016
Q3 | $570K | Hold |
39,690
| – | – | 0.01% | 1591 |
|
|
2016
Q2 | $575K | Sell |
39,690
-36,430
| -48% | -$528K | ﹤0.01% | 1554 |
|
|
2016
Q1 | $1.23M | Buy |
76,120
+3,660
| +5% | +$58.9K | ﹤0.01% | 1528 |
|
|
2015
Q4 | $1.28M | Buy |
72,460
+30,150
| +71% | +$533K | ﹤0.01% | 1477 |
|
|
2015
Q3 | $841K | Hold |
42,310
| – | – | ﹤0.01% | 1369 |
|
|
2015
Q2 | $655K | Buy |
+42,310
| New | +$655K | ﹤0.01% | 1683 |
|
|
2014
Q4 | – | Sell |
-78,710
| Closed | -$583K | – | 2737 |
|
|
2014
Q3 | $583K | Buy |
+78,710
| New | +$583K | ﹤0.01% | 1662 |
|