Mendel 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 | $581K | Buy |
5,200
+200
| +4% | +$22.3K | 0.33% | 58 |
|
2025
Q1 | $675K | Hold |
5,000
| – | – | 0.41% | 53 |
|
2024
Q4 | $630K | Hold |
5,000
| – | – | 0.38% | 54 |
|
2024
Q3 | $658K | Hold |
5,000
| – | – | 0.4% | 54 |
|
2024
Q2 | $543K | Hold |
5,000
| – | – | 0.35% | 59 |
|
2024
Q1 | $423K | Hold |
5,000
| – | – | 0.28% | 67 |
|
2023
Q4 | $464K | Hold |
5,000
| – | – | 0.33% | 60 |
|
2023
Q3 | $318K | Hold |
5,000
| – | – | 0.26% | 72 |
|
2023
Q2 | $318K | Hold |
5,000
| – | – | 0.25% | 67 |
|
2023
Q1 | $268K | Hold |
5,000
| – | – | 0.24% | 67 |
|
2022
Q4 | $256K | Hold |
5,000
| – | – | 0.27% | 56 |
|
2022
Q3 | $206K | Hold |
5,000
| – | – | 0.24% | 62 |
|
2022
Q2 | $282K | Hold |
5,000
| – | – | 0.32% | 54 |
|
2022
Q1 | $248K | Hold |
5,000
| – | – | 0.23% | 59 |
|
2021
Q4 | $310K | Buy |
+5,000
| New | +$310K | 0.28% | 53 |
|