Montag & Associates’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 | – | Hold |
0
| – | -$673 | – | 956 |
|
|
2025
Q1 | – | Sell |
-10
| Closed | -$809 | – | 977 |
|
|
2024
Q4 | $809 | Hold |
10
| – | – | ﹤0.01% | 968 |
|
|
2024
Q3 | $846 | Hold |
10
| – | – | ﹤0.01% | 992 |
|
|
2024
Q2 | $697 | Hold |
10
| – | – | ﹤0.01% | 957 |
|
|
2024
Q1 | $738 | Buy |
+10
| New | +$738 | ﹤0.01% | 946 |
|