Michael J. Puzo’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 | $279K | Sell |
3,940
-60
| -2% | -$4.25K | 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% | -$2.95K | 0.07% | 71 |
|
|
2023
Q3 | $227K | Sell |
4,050
-25
| -0.6% | -$1.4K | 0.08% | 72 |
|
|
2023
Q2 | $245K | Sell |
4,075
-50
| -1% | -$3.01K | 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 | +$204K | 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 | +$210K | 0.08% | 84 |
|
|
2019
Q1 | – | Sell |
-4,425
| Closed | -$210K | – | 81 |
|
|
2018
Q4 | $210K | Sell |
4,425
-1,000
| -18% | -$47.5K | 0.09% | 75 |
|
|
2018
Q3 | $251K | Hold |
5,425
| – | – | 0.09% | 74 |
|
|
2018
Q2 | $238K | Sell |
5,425
-400
| -7% | -$17.5K | 0.1% | 72 |
|
|
2018
Q1 | $253K | Sell |
5,825
-1,000
| -15% | -$43.4K | 0.11% | 73 |
|
|
2017
Q4 | $313K | Buy |
+6,825
| New | +$313K | 0.13% | 68 |
|