Michael J. Puzo’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298K | Hold |
3,920
| – | – | 0.09% | 60 |
|
|
2025
Q4 | $274K | Hold |
3,920
| – | – | 0.07% | 62 |
|
|
2025
Q3 | $260K | Sell |
3,920
-20
| -0.5% | -$1.38K | 0.07% | 63 |
|
|
2025
Q2 | $279K | Sell |
3,940
-60
| -2% | -$4.27K | 0.08% | 60 |
|
|
2025
Q1 | $286K | Hold |
4,000
| – | – | 0.08% | 62 |
|
|
2024
Q4 | $249K | Hold |
4,000
| – | – | 0.07% | 68 |
|
|
2024
Q3 | $287K | Hold |
4,000
| – | – | 0.08% | 68 |
|
|
2024
Q2 | $255K | Hold |
4,000
| – | – | 0.07% | 71 |
|
|
2024
Q1 | $245K | Hold |
4,000
| – | – | 0.07% | 74 |
|
|
2023
Q4 | $236K | Sell |
4,000
-50
| -1% | -$2.84K | 0.07% | 71 |
|
|
2023
Q3 | $227K | Sell |
4,050
-25
| -0.6% | -$1.5K | 0.08% | 72 |
|
|
2023
Q2 | $245K | Sell |
4,075
-50
| -1% | -$3.11K | 0.08% | 72 |
|
|
2023
Q1 | $256K | Hold |
4,125
| – | – | 0.09% | 71 |
|
|
2022
Q4 | $262K | Hold |
4,125
| – | – | 0.09% | 68 |
|
|
2022
Q3 | $231K | Hold |
4,125
| – | – | 0.09% | 68 |
|
|
2022
Q2 | $259K | Hold |
4,125
| – | – | 0.09% | 68 |
|
|
2022
Q1 | $255K | Hold |
4,125
| – | – | 0.08% | 75 |
|
|
2021
Q4 | $244K | Hold |
4,125
| – | – | 0.07% | 74 |
|
|
2021
Q3 | $217K | Hold |
4,125
| – | – | 0.07% | 73 |
|
|
2021
Q2 | $223K | Hold |
4,125
| – | – | 0.07% | 75 |
|
|
2021
Q1 | $218K | Hold |
4,125
| – | – | 0.07% | 75 |
|
|
2020
Q4 | $226K | Hold |
4,125
| – | – | 0.07% | 74 |
|
|
2020
Q3 | $204K | Buy |
+4,125
| New | +$198K | 0.07% | 74 |
|
|
2020
Q1 | – | Sell |
-4,125
| Closed | -$228K | – | 75 |
|
|
2019
Q4 | $228K | Hold |
4,125
| – | – | 0.08% | 74 |
|
|
2019
Q3 | $224K | Hold |
4,125
| – | – | 0.08% | 75 |
|
|
2019
Q2 | $210K | Buy |
+4,125
| New | +$202K | 0.08% | 84 |
|
|
2019
Q1 | – | Sell |
-4,425
| Closed | -$210K | – | 81 |
|
|
2018
Q4 | $210K | Sell |
4,425
-1,000
| -18% | -$47.9K | 0.09% | 75 |
|
|
2018
Q3 | $251K | Hold |
5,425
| – | – | 0.09% | 74 |
|
|
2018
Q2 | $238K | Sell |
5,425
-400
| -7% | -$17.3K | 0.1% | 72 |
|
|
2018
Q1 | $253K | Sell |
5,825
-1,000
| -15% | -$44.9K | 0.11% | 73 |
|
|
2017
Q4 | $313K | Buy |
+6,825
| New | +$314K | 0.13% | 68 |
|
Other funds holding KO
VCM
VPM
Michael J. Puzo's KO Position: Q1 2026 in Review
Michael J. Puzo held its Coca-Cola (KO) position steady in Q1 2026 at 3,920 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #60.
Michael J. Puzo first reported a position in KO in Q4 2017 and has held it in 31 quarters since. The position peaked at $313K in Q4 2017. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Michael J. Puzo held 3,920 shares of Coca-Cola worth $298K as of Q1 2026.
- Michael J. Puzo left its Coca-Cola share count unchanged in Q1 2026.
- Coca-Cola made up 0.09% of Michael J. Puzo's portfolio in Q1 2026, its #60 holding.
- Michael J. Puzo first reported a position in Coca-Cola in Q4 2017 and has held it in 31 quarters since.
- Michael J. Puzo's Coca-Cola position peaked at $313K in Q4 2017.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.