MAI Capital Management’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 | $135K | Buy |
1,209
+79
| +7% | +$8.82K | ﹤0.01% | 1289 |
|
|
2025
Q1 | $153K | Buy |
1,130
+10
| +0.9% | +$1.35K | ﹤0.01% | 1172 |
|
|
2024
Q4 | $141K | Buy |
+1,120
| New | +$141K | ﹤0.01% | 1223 |
|
|
2024
Q3 | – | Sell |
-2,030
| Closed | -$220K | – | 1095 |
|
|
2024
Q2 | $220K | Buy |
+2,030
| New | +$220K | ﹤0.01% | 1086 |
|
|
2024
Q1 | – | Sell |
-3,070
| Closed | -$285K | – | 1195 |
|
|
2023
Q4 | $285K | Buy |
+3,070
| New | +$285K | ﹤0.01% | 866 |
|