Ritholtz Wealth Management’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 | $2.33M | Sell |
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|
2025
Q2 | $2.31M | Sell |
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|
2025
Q1 | $2.93M | Sell |
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|
2024
Q4 | $3M | Sell |
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|
2024
Q3 | $3.58M | Sell |
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|
2024
Q2 | $3.19M | Buy |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $714K | Buy |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $674K | Sell |
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|
2022
Q3 | $610K | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $693K | Sell |
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|
2021
Q4 | $899K | Buy |
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|
2021
Q3 | $211K | Buy |
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