Number of Shares
15,811.00
Current Holdings Value*
$1.13 Mil
% of Portfolio
0.21%
Total Estimate Gain
$2.47 Mil
% of Total Estimate Gain
10.18%

Bell Asset Management Ltd's Coca-Cola Co Holding Summary

As of 2025-03-31, Bell Asset Management Ltd held 15,811.00 shares of Coca-Cola Co(KO), totaling $1.13 Mil. This investment constitutes 0.21% of their stock portfolio, and Bell Asset Management Ltd now holds 0% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2019Q1. And since then Bell Asset Management Ltd has made 5 purchases of KO, at an average price of $55.08, for a total of 440,843.00 shares. In addition, there have been 10 sales at an average price of $60.38 for 425,032.00 shares. Based on historical transaction data and KO's current price of $69.10, Bell Asset Management Ltd's estimated gain on his KO holdings is $2.47 Mil, reflecting a 10.18% gain to date.

Bell Asset Management Ltd KO ($69.10) Holding Chart

Bell Asset Management Ltd KO ($69.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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