Mendota Financial Group’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 | $12.3K | Hold |
110
| – | – | 0.01% | 73 |
|
2025
Q1 | $14.9K | Hold |
110
| – | – | 0.02% | 71 |
|
2024
Q4 | $13.9K | Sell |
110
-540
| -83% | -$68K | 0.01% | 229 |
|
2024
Q3 | $85.6K | Sell |
650
-490
| -43% | -$64.5K | 0.04% | 129 |
|
2024
Q2 | $124K | Hold |
1,140
| – | – | 0.07% | 108 |
|
2024
Q1 | $96.5K | Sell |
1,140
-90
| -7% | -$7.62K | 0.06% | 133 |
|
2023
Q4 | $114K | Hold |
1,230
| – | – | 0.09% | 137 |
|
2023
Q3 | $78.3K | Hold |
1,230
| – | – | 0.08% | 111 |
|
2023
Q2 | $78.2K | Buy |
+1,230
| New | +$78.2K | 0.09% | 107 |
|