Vanguard Personalized Indexing 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
2026 Q1	$1.22M	Buy	6,356 +135	+2%	+$23.6K	0.01%	833
2025 Q4	$954K	Buy	6,221 +369	+6%	+$54.1K	0.01%	935
2025 Q3	$686K	Sell	5,852 -274	-4%	-$31.7K	0.01%	1090
2025 Q2	$684K	Buy	6,126 +16	+0.3%	+$1.93K	0.01%	1057
2025 Q1	$825K	Sell	6,110 -70	-1%	-$9.41K	0.01%	886
2024 Q4	$779K	Buy	6,180 +40	+0.7%	+$5.01K	0.01%	899
2024 Q3	$808K	Buy	6,140 +50	+0.8%	+$6.13K	0.01%	872
2024 Q2	$661K	Buy	6,090 +1,460	+32%	+$135K	0.01%	893
2024 Q1	$392K	Sell	4,630 -1,090	-19%	-$93.9K	0.01%	1140
2023 Q4	$531K	Buy	5,720 +980	+21%	+$71K	0.01%	969
2023 Q3	$302K	Buy	4,740 +260	+6%	+$17.3K	0.01%	1126
2023 Q2	$285K	Buy	4,480 +60	+1%	+$3.71K	0.01%	1162
2023 Q1	$237K	Buy	+4,420	New	+$228K	0.01%	1242