Patten & Patten’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
2026 Q1	$375K	Sell	1,958 -26	-1%	-$4.55K	0.02%	271
2025 Q4	$304K	Hold	1,984	–	–	0.02%	287
2025 Q3	$232K	Sell	1,984 -223	-10%	-$25.8K	0.01%	318
2025 Q2	$246K	Sell	2,207 -3	-0.1%	-$362	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	+$205K	0.02%	280
2024 Q1	–	Sell	-2,210	Closed	-$205K	–	310
2023 Q4	$205K	Buy	+2,210	New	+$160K	0.02%	277
2016 Q1	–	Sell	-35,130	Closed	-$641K	–	211
2015 Q4	$641K	Buy	35,130 +15,130	+76%	+$295K	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	+$203K	0.03%	201