Ritholtz Wealth Management’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 | $2.31M | Sell |
20,679
-1,041
| -5% | -$116K | 0.05% | 258 |
|
|
2025
Q1 | $2.93M | Sell |
21,720
-2,130
| -9% | -$288K | 0.09% | 169 |
|
|
2024
Q4 | $3M | Sell |
23,850
-3,340
| -12% | -$421K | 0.09% | 146 |
|
|
2024
Q3 | $3.58M | Sell |
27,190
-2,190
| -7% | -$288K | 0.11% | 128 |
|
|
2024
Q2 | $3.19M | Buy |
29,380
+2,120
| +8% | +$230K | 0.11% | 129 |
|
|
2024
Q1 | $2.31M | Buy |
27,260
+3,000
| +12% | +$254K | 0.08% | 170 |
|
|
2023
Q4 | $2.25M | Buy |
24,260
+8,240
| +51% | +$765K | 0.09% | 147 |
|
|
2023
Q3 | $1.02M | Buy |
16,020
+4,800
| +43% | +$305K | 0.05% | 277 |
|
|
2023
Q2 | $714K | Buy |
11,220
+2,510
| +29% | +$160K | 0.03% | 352 |
|
|
2023
Q1 | $466K | Sell |
8,710
-4,450
| -34% | -$238K | 0.02% | 426 |
|
|
2022
Q4 | $674K | Sell |
13,160
-1,660
| -11% | -$85.1K | 0.04% | 303 |
|
|
2022
Q3 | $610K | Sell |
14,820
-7,250
| -33% | -$298K | 0.03% | 344 |
|
|
2022
Q2 | $1.25M | Buy |
22,070
+8,130
| +58% | +$459K | 0.08% | 152 |
|
|
2022
Q1 | $693K | Sell |
13,940
-580
| -4% | -$28.8K | 0.05% | 248 |
|
|
2021
Q4 | $899K | Buy |
14,520
+9,160
| +171% | +$567K | 0.06% | 188 |
|
|
2021
Q3 | $211K | Buy |
+5,360
| New | +$211K | 0.01% | 456 |
|