FCMC
Founders Capital Management (Connecticut)’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41M | Sell |
133,036
-150
| -0.1% | -$10.6K | 1.6% | 17 |
|
|
2025
Q1 | $9.54M | Sell |
133,186
-2,581
| -2% | -$185K | 1.75% | 16 |
|
|
2024
Q4 | $8.45M | Sell |
135,767
-659
| -0.5% | -$41K | 1.48% | 17 |
|
|
2024
Q3 | $9.8M | Sell |
136,426
-683
| -0.5% | -$49.1K | 1.7% | 15 |
|
|
2024
Q2 | $8.73M | Sell |
137,109
-1,799
| -1% | -$115K | 1.57% | 16 |
|
|
2024
Q1 | $8.5M | Sell |
138,908
-2,351
| -2% | -$144K | 1.57% | 17 |
|
|
2023
Q4 | $8.32M | Sell |
141,259
-1,466
| -1% | -$86.4K | 1.71% | 16 |
|
|
2023
Q3 | $7.99M | Sell |
142,725
-51
| -0% | -$2.86K | 1.81% | 16 |
|
|
2023
Q2 | $8.6M | Sell |
142,776
-3,432
| -2% | -$207K | 1.92% | 16 |
|
|
2023
Q1 | $9.07M | Sell |
146,208
-3,673
| -2% | -$228K | 2.26% | 15 |
|
|
2022
Q4 | $9.53M | Sell |
149,881
-3,804
| -2% | -$242K | 2.56% | 14 |
|
|
2022
Q3 | $8.61M | Buy |
153,685
+1,769
| +1% | +$99.1K | 2.41% | 14 |
|
|
2022
Q2 | $9.56M | Sell |
151,916
-792
| -0.5% | -$49.8K | 2.45% | 15 |
|
|
2022
Q1 | $9.47M | Buy |
152,708
+2,026
| +1% | +$126K | 2.03% | 17 |
|
|
2021
Q4 | $8.92M | Sell |
150,682
-14,053
| -9% | -$832K | 1.93% | 16 |
|
|
2021
Q3 | $8.64M | Sell |
164,735
-1,175
| -0.7% | -$61.7K | 2.18% | 15 |
|
|
2021
Q2 | $8.98M | Sell |
165,910
-10,686
| -6% | -$578K | 2.17% | 15 |
|
|
2021
Q1 | $9.31M | Buy |
176,596
+5,303
| +3% | +$280K | 2.34% | 14 |
|
|
2020
Q4 | $9.39M | Sell |
171,293
-1,013
| -0.6% | -$55.6K | 2.71% | 13 |
|
|
2020
Q3 | $8.51M | Sell |
172,306
-215
| -0.1% | -$10.6K | 2.7% | 12 |
|
|
2020
Q2 | $7.71M | Sell |
172,521
-3,000
| -2% | -$134K | 2.64% | 13 |
|
|
2020
Q1 | $7.77M | Sell |
175,521
-5,188
| -3% | -$230K | 3.09% | 10 |
|
|
2019
Q4 | $10M | Sell |
180,709
-7,356
| -4% | -$407K | 3.3% | 11 |
|
|
2019
Q3 | $10.3M | Sell |
188,065
-3,225
| -2% | -$176K | 3.65% | 10 |
|
|
2019
Q2 | $9.74M | Sell |
191,290
-1,289
| -0.7% | -$65.6K | 3.46% | 12 |
|
|
2019
Q1 | $9.02M | Buy |
192,579
+2,903
| +2% | +$136K | 3.31% | 12 |
|
|
2018
Q4 | $8.98M | Buy |
189,676
+384
| +0.2% | +$18.2K | 3.85% | 10 |
|
|
2018
Q3 | $8.78M | Sell |
189,292
-756
| -0.4% | -$35.1K | 3.58% | 10 |
|
|
2018
Q2 | $8.34M | Sell |
190,048
-490
| -0.3% | -$21.5K | 3.8% | 10 |
|
|
2018
Q1 | $8.13M | Buy |
190,538
+1,204
| +0.6% | +$51.4K | 3.74% | 9 |
|
|
2017
Q4 | $8.69M | Sell |
189,334
-1,724
| -0.9% | -$79.1K | 3.85% | 9 |
|
|
2017
Q3 | $8.6M | Sell |
191,058
-2,295
| -1% | -$103K | 4.09% | 8 |
|
|
2017
Q2 | $8.63M | Hold |
193,353
| – | – | 4.31% | 6 |
|
|
2017
Q1 | $8.21M | Buy |
193,353
+1,900
| +1% | +$80.6K | 4.2% | 8 |
|
|
2016
Q4 | $7.94M | Sell |
191,453
-2,838
| -1% | -$118K | 4.3% | 6 |
|
|
2016
Q3 | $8.22M | Sell |
194,291
-11,310
| -6% | -$479K | 4.6% | 5 |
|
|
2016
Q2 | $9.32M | Buy |
205,601
+800
| +0.4% | +$36.3K | 5.24% | 4 |
|
|
2016
Q1 | $9.5M | Sell |
204,801
-700
| -0.3% | -$32.5K | 5.53% | 3 |
|
|
2015
Q4 | $8.83M | Buy |
205,501
+3,074
| +2% | +$132K | 5.31% | 4 |
|
|
2015
Q3 | $8.12M | Sell |
202,427
-1,267
| -0.6% | -$50.8K | 5.24% | 3 |
|
|
2015
Q2 | $7.99M | Buy |
203,694
+3,900
| +2% | +$153K | 4.79% | 3 |
|
|
2015
Q1 | $8.1M | Buy |
199,794
+4,902
| +3% | +$199K | 4.84% | 3 |
|
|
2014
Q4 | $8.23M | Buy |
194,892
+4,746
| +2% | +$200K | 5.03% | 4 |
|
|
2014
Q3 | $8.11M | Buy |
190,146
+3,060
| +2% | +$131K | 5.19% | 3 |
|
|
2014
Q2 | $7.93M | Buy |
187,086
+14,461
| +8% | +$613K | 5.25% | 3 |
|
|
2014
Q1 | $6.67M | Buy |
172,625
+13,147
| +8% | +$508K | 5.35% | 3 |
|
|
2013
Q4 | $6.59M | Buy |
+159,478
| New | +$6.59M | 5.56% | 3 |
|