Disciplined Value Fund KO Holdings History
Disciplined Value Fund's Coca-Cola Co Holding Summary
As of 2025-03-31, Disciplined Value Fund held 4.12 Mil shares of Coca-Cola Co(KO), totaling $295.02 Mil. This investment constitutes 1.87% of their stock portfolio, and Disciplined Value Fund now holds 0.1% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2025Q1. And since then Disciplined Value Fund has made 1 purchases of KO, at an average price of $66.78, for a total of 4.12 Mil shares. Based on historical transaction data and KO's current price of $69.66, Disciplined Value Fund's estimated gain on his KO holdings is $11.86 Mil, reflecting a 4.31% gain to date.
Disciplined Value Fund KO ($69.66) Holding Chart
Disciplined Value Fund KO ($69.66) 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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