Stifel Financial’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 | $599K | Sell |
5,360
-10,290
| -66% | -$1.15M | ﹤0.01% | 2663 |
|
|
2025
Q1 | $2.12M | Sell |
15,650
-120
| -0.8% | -$16.3K | ﹤0.01% | 1728 |
|
|
2024
Q4 | $2M | Buy |
15,770
+430
| +3% | +$54.4K | ﹤0.01% | 1778 |
|
|
2024
Q3 | $2.03M | Buy |
15,340
+1,120
| +8% | +$148K | ﹤0.01% | 1768 |
|
|
2024
Q2 | $1.55M | Buy |
14,220
+250
| +2% | +$27.2K | ﹤0.01% | 1901 |
|
|
2024
Q1 | $1.19M | Buy |
13,970
+510
| +4% | +$43.3K | ﹤0.01% | 2076 |
|
|
2023
Q4 | $1.25M | Buy |
13,460
+1,570
| +13% | +$146K | ﹤0.01% | 1999 |
|
|
2023
Q3 | $757K | Buy |
+11,890
| New | +$757K | ﹤0.01% | 2240 |
|
|
2022
Q3 | – | Sell |
-3,570
| Closed | -$201K | – | 3300 |
|
|
2022
Q2 | $201K | Buy |
+3,570
| New | +$201K | ﹤0.01% | 2998 |
|