OneAscent Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.02M | Hold |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $686K | Buy |
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|
2023
Q4 | $696K | Hold |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $423K | Hold |
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|
2022
Q1 | $373K | Hold |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | $200K | Buy |
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