UMB Bank’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 | $73.7K | Sell |
660
-210
| -24% | -$23.4K | ﹤0.01% | 955 |
|
2025
Q1 | $117K | Buy |
870
+360
| +71% | +$48.6K | ﹤0.01% | 717 |
|
2024
Q4 | $64.3K | Buy |
510
+70
| +16% | +$8.82K | ﹤0.01% | 816 |
|
2024
Q3 | $57.9K | Buy |
440
+130
| +42% | +$17.1K | ﹤0.01% | 827 |
|
2024
Q2 | $33.6K | Sell |
310
-410
| -57% | -$44.5K | ﹤0.01% | 920 |
|
2024
Q1 | $60.9K | Buy |
720
+20
| +3% | +$1.69K | ﹤0.01% | 799 |
|
2023
Q4 | $65K | Sell |
700
-410
| -37% | -$38.1K | ﹤0.01% | 788 |
|
2023
Q3 | $70.6K | Sell |
1,110
-60
| -5% | -$3.82K | ﹤0.01% | 755 |
|
2023
Q2 | $74.4K | Hold |
1,170
| – | – | ﹤0.01% | 755 |
|
2023
Q1 | $62.6K | Hold |
1,170
| – | – | ﹤0.01% | 789 |
|
2022
Q4 | $60K | Hold |
1,170
| – | – | ﹤0.01% | 800 |
|
2022
Q3 | $48K | Hold |
1,170
| – | – | ﹤0.01% | 878 |
|
2022
Q2 | $66K | Sell |
1,170
-350
| -23% | -$19.7K | ﹤0.01% | 834 |
|
2022
Q1 | $76K | Hold |
1,520
| – | – | ﹤0.01% | 836 |
|
2021
Q4 | $94K | Buy |
+1,520
| New | +$94K | ﹤0.01% | 814 |
|