Number of Shares
1.36 Mil
Current Holdings Value*
$183.90 Mil
% of Portfolio
0.9%
Total Estimate Gain
$-28.05 Mil
% of Total Estimate Gain
-15.37%

Disciplined Value Mid Cap Fund's Coca-Cola Consolidated Inc Holding Summary

As of 2025-03-31, Disciplined Value Mid Cap Fund held 1.36 Mil shares of Coca-Cola Consolidated Inc(COKE), totaling $183.90 Mil. This investment constitutes 0.9% of their stock portfolio, and Disciplined Value Mid Cap Fund now holds 0.16% of the outstanding Coca-Cola Consolidated Inc(COKE) stock.

The initial trade took place in 2024Q4. And since then Disciplined Value Mid Cap Fund has made 2 purchases of COKE, at an average price of $133.95, for a total of 1.36 Mil shares. Based on historical transaction data and COKE's current price of $113.36, Disciplined Value Mid Cap Fund's estimated gain on his COKE holdings is $-28.05 Mil, reflecting a -15.37% gain to date.

Disciplined Value Mid Cap Fund COKE ($113.36) Holding Chart

Disciplined Value Mid Cap Fund COKE ($113.36) 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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