Patten & Patten’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 | $246K | Sell |
2,207
-3
| -0.1% | -$335 | 0.02% | 290 |
|
|
2025
Q1 | $298K | Hold |
2,210
| – | – | 0.02% | 270 |
|
|
2024
Q4 | $278K | Hold |
2,210
| – | – | 0.02% | 270 |
|
|
2024
Q3 | $291K | Hold |
2,210
| – | – | 0.02% | 264 |
|
|
2024
Q2 | $239K | Buy |
+2,210
| New | +$239K | 0.02% | 280 |
|
|
2024
Q1 | – | Sell |
-2,210
| Closed | -$205K | – | 310 |
|
|
2023
Q4 | $205K | Buy |
+2,210
| New | +$205K | 0.02% | 277 |
|
|
2016
Q1 | – | Sell |
-35,130
| Closed | -$641K | – | 211 |
|
|
2015
Q4 | $641K | Buy |
35,130
+15,130
| +76% | +$276K | 0.09% | 133 |
|
|
2015
Q3 | $387K | Hold |
20,000
| – | – | 0.06% | 158 |
|
|
2015
Q2 | $302K | Hold |
20,000
| – | – | 0.04% | 180 |
|
|
2015
Q1 | $226K | Buy |
+20,000
| New | +$226K | 0.03% | 201 |
|