Rise 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 Q4	–	Sell	-132	Closed	-$15.4K	–	380
2025 Q3	$15.4K	Buy	132 +1	+0.8%	+$116	0.01%	733
2025 Q2	$14.7K	Buy	131 +1	+0.8%	+$121	0.01%	742
2025 Q1	$17.7K	Sell	130 -100	-43%	-$13.4K	0.01%	574
2024 Q4	$29.1K	Hold	230	–	–	0.01%	405
2024 Q3	$30.3K	Hold	230	–	–	0.01%	408
2024 Q2	$25K	Hold	230	–	–	0.01%	475
2024 Q1	$19.5K	Buy	+230	New	+$19.8K	0.01%	667
2023 Q1	–	Sell	-100	Closed	-$5.18K	–	814
2022 Q4	$5.18K	Hold	100	–	–	﹤0.01%	438
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	458
2022 Q2	$6K	Hold	100	–	–	0.01%	414
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	414
2021 Q4	$6.27K	Buy	+100	New	+$4.94K	0.01%	380