Number of Shares
499,748.00
Current Holdings Value*
$35.91 Mil
% of Portfolio
1.23%
Total Estimate Gain
$11.68 Mil
% of Total Estimate Gain
29.05%

CHARTWELL INVESTMENT PARTNERS, LLC's Coca-Cola Co Holding Summary

As of 2024-09-30, CHARTWELL INVESTMENT PARTNERS, LLC held 499,748.00 shares of Coca-Cola Co(KO), totaling $35.91 Mil. This investment constitutes 1.23% of their stock portfolio, and CHARTWELL INVESTMENT PARTNERS, LLC now holds 0.01% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2014Q2. And since then CHARTWELL INVESTMENT PARTNERS, LLC has made 18 purchases of KO, at an average price of $48.86, for a total of 823,020.00 shares. In addition, there have been 11 sales at an average price of $51.67 for 323,272.00 shares. Based on historical transaction data and KO's current price of $70.40, CHARTWELL INVESTMENT PARTNERS, LLC's estimated gain on his KO holdings is $11.68 Mil, reflecting a 29.05% gain to date.

CHARTWELL INVESTMENT PARTNERS, LLC KO ($70.40) Holding Chart

CHARTWELL INVESTMENT PARTNERS, LLC KO ($70.40) 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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