FCMT
Founders Capital Management (Texas)’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Sell |
8,763
-2,071
| -19% | -$147K | 0.37% | 31 |
|
|
2025
Q1 | $776K | Sell |
10,834
-4,478
| -29% | -$321K | 0.5% | 29 |
|
|
2024
Q4 | $953K | Sell |
15,312
-1,708
| -10% | -$106K | 0.6% | 26 |
|
|
2024
Q3 | $1.22M | Hold |
17,020
| – | – | 0.74% | 26 |
|
|
2024
Q2 | $1.08M | Buy |
17,020
+442
| +3% | +$28.1K | 0.7% | 27 |
|
|
2024
Q1 | $1.01M | Sell |
16,578
-200
| -1% | -$12.2K | 0.69% | 26 |
|
|
2023
Q4 | $989K | Sell |
16,778
-160
| -0.9% | -$9.43K | 0.72% | 26 |
|
|
2023
Q3 | $948K | Sell |
16,938
-750
| -4% | -$42K | 0.72% | 27 |
|
|
2023
Q2 | $1.07M | Sell |
17,688
-60
| -0.3% | -$3.61K | 0.77% | 29 |
|
|
2023
Q1 | $1.1M | Hold |
17,748
| – | – | 0.84% | 28 |
|
|
2022
Q4 | $1.13M | Hold |
17,748
| – | – | 0.85% | 27 |
|
|
2022
Q3 | $994K | Sell |
17,748
-93
| -0.5% | -$5.21K | 0.81% | 31 |
|
|
2022
Q2 | $1.12M | Sell |
17,841
-2,649
| -13% | -$167K | 0.88% | 31 |
|
|
2022
Q1 | $1.21M | Hold |
20,490
| – | – | 0.78% | 32 |
|
|
2021
Q4 | $1.21M | Sell |
20,490
-367
| -2% | -$21.7K | 0.78% | 32 |
|
|
2021
Q3 | $1.09M | Sell |
20,857
-8,555
| -29% | -$449K | 0.75% | 34 |
|
|
2021
Q2 | $1.59M | Sell |
29,412
-3,455
| -11% | -$187K | 1.04% | 29 |
|
|
2021
Q1 | $1.73M | Sell |
32,867
-2,100
| -6% | -$111K | 1.23% | 28 |
|
|
2020
Q4 | $1.92M | Buy |
+34,967
| New | +$1.92M | 1.36% | 28 |
|
|
2020
Q1 | $1.71M | Buy |
38,729
+1,540
| +4% | +$68.2K | 1.78% | 24 |
|
|
2019
Q4 | $2.06M | Sell |
37,189
-197
| -0.5% | -$10.9K | 1.56% | 26 |
|
|
2019
Q3 | $2.04M | Sell |
37,386
-442
| -1% | -$24.1K | 1.63% | 26 |
|
|
2019
Q2 | $1.93M | Sell |
37,828
-198
| -0.5% | -$10.1K | 1.7% | 23 |
|
|
2019
Q1 | $1.78M | Buy |
38,026
+290
| +0.8% | +$13.6K | 1.67% | 20 |
|
|
2018
Q4 | $1.79M | Hold |
37,736
| – | – | 1.91% | 19 |
|
|
2018
Q3 | $1.74M | Hold |
37,736
| – | – | 1.44% | 25 |
|
|
2018
Q2 | $1.66M | Sell |
37,736
-12,527
| -25% | -$549K | 1.45% | 25 |
|
|
2018
Q1 | $2.18M | Sell |
50,263
-1,199
| -2% | -$52.1K | 1.84% | 21 |
|
|
2017
Q4 | $2.36M | Sell |
51,462
-1,200
| -2% | -$55.1K | 1.96% | 18 |
|
|
2017
Q3 | $2.37M | Sell |
52,662
-433
| -0.8% | -$19.5K | 1.96% | 17 |
|
|
2017
Q2 | $2.38M | Sell |
53,095
-760
| -1% | -$34.1K | 2.11% | 14 |
|
|
2017
Q1 | $2.29M | Buy |
+53,855
| New | +$2.29M | 2.05% | 15 |
|