Northwestern Mutual 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 | $30.2K | Buy |
270
+110
| +69% | +$12.3K | ﹤0.01% | 2423 |
|
|
2025
Q1 | $21.6K | Sell |
160
-20
| -11% | -$2.7K | ﹤0.01% | 2479 |
|
|
2024
Q4 | $22.7K | Buy |
+180
| New | +$22.7K | ﹤0.01% | 2464 |
|
|
2024
Q2 | – | Sell |
-50
| Closed | -$4.23K | – | 3543 |
|
|
2024
Q1 | $4.23K | Buy |
+50
| New | +$4.23K | ﹤0.01% | 2892 |
|
|
2023
Q1 | – | Sell |
-210
| Closed | -$10.8K | – | 3394 |
|
|
2022
Q4 | $10.8K | Sell |
210
-690
| -77% | -$35.4K | ﹤0.01% | 2467 |
|
|
2022
Q3 | $37K | Buy |
+900
| New | +$37K | ﹤0.01% | 2003 |
|
|
2021
Q3 | – | Sell |
-190
| Closed | -$8K | – | 3038 |
|
|
2021
Q2 | $8K | Buy |
+190
| New | +$8K | ﹤0.01% | 2504 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$7K | – | 1715 |
|
|
2014
Q3 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 973 |
|