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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $245K | Hold |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $218K | Hold |
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|
2020
Q4 | $226K | Hold |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $210K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $210K | Sell |
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|
2018
Q3 | $251K | Hold |
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|
2018
Q2 | $238K | Sell |
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|
2018
Q1 | $253K | Sell |
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|
2017
Q4 | $313K | Buy |
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