Tevis Investment 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 | $335K | Buy |
3,000
+180
| +6% | +$20.1K | 0.21% | 92 |
|
|
2025
Q1 | $355K | Hold |
2,820
| – | – | 0.26% | 83 |
|
|
2024
Q4 | $355K | Buy |
+2,820
| New | +$355K | 0.26% | 83 |
|
|
2022
Q3 | – | Sell |
-6,010
| Closed | -$338K | – | 412 |
|
|
2022
Q2 | $338K | Sell |
6,010
-910
| -13% | -$51.2K | 0.32% | 71 |
|
|
2022
Q1 | $336K | Buy |
+6,920
| New | +$336K | 0.3% | 78 |
|