Moneta Group Investment 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 | $536K | Sell |
4,802
-348
| -7% | -$38.9K | 0.01% | 423 |
|
|
2025
Q1 | $695K | Hold |
5,150
| – | – | 0.01% | 348 |
|
|
2024
Q4 | $649K | Buy |
5,150
+200
| +4% | +$25.2K | 0.01% | 350 |
|
|
2024
Q3 | $651K | Buy |
4,950
+800
| +19% | +$105K | 0.01% | 352 |
|
|
2024
Q2 | $450K | Buy |
4,150
+1,520
| +58% | +$165K | 0.01% | 408 |
|
|
2024
Q1 | $222K | Buy |
2,630
+10
| +0.4% | +$845 | ﹤0.01% | 557 |
|
|
2023
Q4 | $243K | Buy |
+2,620
| New | +$243K | ﹤0.01% | 491 |
|