Wealthquest’s Coca-Cola Consolidated COKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-59,770	Closed	-$380K	–	135
2024 Q2	$380K	Hold	59,770	–	–	0.04%	83
2024 Q1	$366K	Sell	59,770 -640	-1%	-$3.92K	0.04%	88
2023 Q4	$356K	Sell	60,410 -540	-0.9%	-$3.18K	0.04%	92
2023 Q3	$341K	Buy	+60,950	New	+$341K	0.04%	92