First Dallas Securities’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $758K | Sell |
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|
2025
Q2 | $830K | Sell |
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|
2025
Q1 | $868K | Buy |
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|
2024
Q4 | $742K | Sell |
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|
2024
Q3 | $861K | Sell |
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|
2024
Q2 | $814K | Sell |
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|
2024
Q1 | $816K | Sell |
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|
2023
Q4 | $860K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $983K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $986K | Sell |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.02M | Hold |
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|
2021
Q3 | $901K | Sell |
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|
2021
Q2 | $972K | Buy |
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|
2021
Q1 | $906K | Hold |
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|
2020
Q4 | $943K | Buy |
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|
2020
Q3 | $743K | Buy |
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|
2020
Q1 | $500K | Buy |
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|
2019
Q4 | $602K | Hold |
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|
2019
Q3 | $592K | Buy |
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|
2019
Q2 | $546K | Buy |
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|
2019
Q1 | $480K | Buy |
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|
2018
Q4 | $407K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $155K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $259K | Buy |
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|
2016
Q1 | $261K | Sell |
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|
2015
Q4 | $267K | Sell |
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|
2015
Q3 | $266K | Sell |
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|
2015
Q2 | $275K | Hold |
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|
2015
Q1 | $285K | Sell |
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|
2014
Q4 | $349K | Sell |
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|
2014
Q3 | $364K | Sell |
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|
2014
Q2 | $380K | Hold |
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|
2014
Q1 | $347K | Hold |
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|
2013
Q4 | $370K | Sell |
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|
2013
Q3 | $347K | Hold |
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|
2013
Q2 | $368K | Buy |
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