Heritage Wealth Management, LLC Coca Cola Consolidated, Inc. Transaction History

Heritage Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$621.53 - $949.0 $532,029 - $812,344	-856 Reduced 72.18%	330 $306,000
Q4 2022 Feb 13, 2023	BUY	$429.0 - $541.42 $279,279 - $352,464	651 Added 121.68%	1,186 $607,000
Q3 2022 Nov 14, 2022	BUY	$409.75 - $583.73 $7,375 - $10,507	18 Added 3.48%	535 $220,000
Q2 2022 Aug 15, 2022	SELL	$441.5 - $635.77 $128,476 - $185,009	-291 Reduced 36.01%	517 $291,000
Q1 2022 Aug 15, 2022	BUY	$442.4 - $625.77 $158,379 - $224,025	358 Added 79.56%	808 $401,000
Q3 2021 Nov 10, 2021	BUY	$381.76 - $417.47 $26,723 - $29,222	70 Added 18.42%	450 $177,000
Q2 2021 Aug 11, 2021	BUY	$286.11 - $450.96 $42,916 - $67,644	150 Added 65.22%	380 $153,000
Q1 2021 Jul 16, 2021	BUY	$254.4 - $309.2 $58,512 - $71,116	230 New	230 $66,000

445

3.79M

958

Ticker COKE
Exchange NASDAQ
Sector Consumer Defensive
Industry Beverages—Non-Alcoholic
Shares Outstandng 8,368,990
Market Cap $10.2B
Description
Coca-Cola Consolidated, Inc., together with its subsidiaries, manufactures, markets, and distributes nonalcoholic beverages primarily products of The Coca-Cola Company in the United States. The company offers sparkling beverages, such as carbonated beverages; and still beverages, including energy products, as well as noncarbonated beverages comp...

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