Optimum Investment Advisors’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
Q3 | $166K | Buy |
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|
2025
Q2 | $16.7K | Buy |
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|
2025
Q1 | $13.5K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $27K | Hold |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $28K | Hold |
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|
2019
Q3 | $30K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $71K | Sell |
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|
2018
Q3 | $128K | Buy |
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|
2018
Q2 | $54K | Hold |
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|
2018
Q1 | $69K | Buy |
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