Vanguard Personalized Indexing 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
$684K Buy
6,126
+16
+0.3% +$1.79K 0.01% 1057
2025
Q1
$825K Sell
6,110
-70
-1% -$9.45K 0.01% 886
2024
Q4
$779K Buy
6,180
+40
+0.7% +$5.04K 0.01% 899
2024
Q3
$808K Buy
6,140
+50
+0.8% +$6.58K 0.01% 872
2024
Q2
$661K Buy
6,090
+1,460
+32% +$158K 0.01% 893
2024
Q1
$392K Sell
4,630
-1,090
-19% -$92.3K 0.01% 1140
2023
Q4
$531K Buy
5,720
+980
+21% +$91K 0.01% 969
2023
Q3
$302K Buy
4,740
+260
+6% +$16.5K 0.01% 1126
2023
Q2
$285K Buy
4,480
+60
+1% +$3.82K 0.01% 1162
2023
Q1
$237K Buy
+4,420
New +$237K 0.01% 1242