Templeton & Phillips Capital 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 | $2.22M | Buy |
19,880
+1,450
| +8% | +$162K | 1.6% | 11 |
|
2025
Q1 | $2.49M | Hold |
18,430
| – | – | 1.79% | 9 |
|
2024
Q4 | $2.32M | Sell |
18,430
-150
| -0.8% | -$18.9K | 1.84% | 8 |
|
2024
Q3 | $2.45M | Buy |
18,580
+100
| +0.5% | +$13.2K | 1.9% | 9 |
|
2024
Q2 | $2.01M | Buy |
18,480
+160
| +0.9% | +$17.4K | 1.78% | 11 |
|
2024
Q1 | $1.55M | Buy |
18,320
+3,080
| +20% | +$261K | 1.44% | 11 |
|
2023
Q4 | $1.41M | Buy |
15,240
+11,240
| +281% | +$1.04M | 1.44% | 10 |
|
2023
Q3 | $255K | Hold |
4,000
| – | – | 0.27% | 24 |
|
2023
Q2 | $254K | Hold |
4,000
| – | – | 0.27% | 18 |
|
2023
Q1 | $214K | Hold |
4,000
| – | – | 0.22% | 21 |
|
2022
Q4 | $205K | Buy |
+4,000
| New | +$205K | 0.22% | 19 |
|