Ferguson Shapiro’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Sell |
11,636
-110
| -0.9% | -$7.78K | 0.28% | 27 |
|
|
2025
Q1 | $841K | Hold |
11,746
| – | – | 0.31% | 27 |
|
|
2024
Q4 | $731K | Sell |
11,746
-445
| -4% | -$27.7K | 0.27% | 32 |
|
|
2024
Q3 | $876K | Buy |
12,191
+2,533
| +26% | +$182K | 0.33% | 26 |
|
|
2024
Q2 | $615K | Sell |
9,658
-31
| -0.3% | -$1.97K | 0.24% | 34 |
|
|
2024
Q1 | $593K | Sell |
9,689
-45
| -0.5% | -$2.75K | 0.27% | 25 |
|
|
2023
Q4 | $574K | Buy |
9,734
+371
| +4% | +$21.9K | 0.28% | 22 |
|
|
2023
Q3 | $524K | Hold |
9,363
| – | – | 0.29% | 17 |
|
|
2023
Q2 | $564K | Buy |
9,363
+473
| +5% | +$28.5K | 0.37% | 16 |
|
|
2023
Q1 | $551K | Buy |
8,890
+6
| +0.1% | +$372 | 0.47% | 15 |
|
|
2022
Q4 | $565K | Buy |
8,884
+1,503
| +20% | +$95.6K | 0.4% | 21 |
|
|
2022
Q3 | $413K | Buy |
7,381
+1,060
| +17% | +$59.3K | 0.25% | 30 |
|
|
2022
Q2 | $398K | Buy |
+6,321
| New | +$398K | 0.25% | 31 |
|