Nicola Wealth 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 | $4.53M | Sell |
40,600
-10,000
| -20% | -$1.12M | 0.43% | 55 |
|
|
2025
Q1 | $6.83M | Hold |
50,600
| – | – | 0.67% | 47 |
|
|
2024
Q4 | $9.17M | Hold |
50,600
| – | – | 0.87% | 42 |
|
|
2024
Q3 | $9.01M | Hold |
50,600
| – | – | 0.72% | 45 |
|
|
2024
Q2 | $7.51M | Hold |
50,600
| – | – | 0.67% | 47 |
|
|
2024
Q1 | $5.8M | Hold |
50,600
| – | – | 0.56% | 46 |
|
|
2023
Q4 | $6.21M | Hold |
50,600
| – | – | 0.65% | 47 |
|
|
2023
Q3 | $4.35M | Hold |
50,600
| – | – | 0.47% | 55 |
|
|
2023
Q2 | $4.26M | Buy |
50,600
+20,000
| +65% | +$1.68M | 0.42% | 61 |
|
|
2023
Q1 | $2.22M | Hold |
30,600
| – | – | 0.22% | 88 |
|
|
2022
Q4 | $2.12M | Buy |
30,600
+10,000
| +49% | +$694K | 0.22% | 88 |
|
|
2022
Q3 | $1.16M | Buy |
20,600
+14,000
| +212% | +$790K | 0.13% | 115 |
|
|
2022
Q2 | $480K | Buy |
+6,600
| New | +$480K | 0.05% | 126 |
|