Number of Shares
424.00
Current Holdings Value*
$25.90 Mil
% of Portfolio
1.15%
Total Estimate Gain
$6.34 Mil
% of Total Estimate Gain
13.32%

Edge Capital Group, LLC's Coca-Cola Co Holding Summary

As of 2024-12-31, Edge Capital Group, LLC held 424.00 shares of Coca-Cola Co(KO), totaling $25.90 Mil. This investment constitutes 1.15% of their stock portfolio, and Edge Capital Group, LLC now holds 0% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2018Q4. And since then Edge Capital Group, LLC has made 14 purchases of KO, at an average price of $55.55, for a total of 857,379.00 shares. In addition, there have been 10 sales at an average price of $62.95 for 856,955.00 shares. Based on historical transaction data and KO's current price of $71.35, Edge Capital Group, LLC's estimated gain on his KO holdings is $6.34 Mil, reflecting a 13.32% gain to date.

Edge Capital Group, LLC KO ($71.35) Holding Chart

Edge Capital Group, LLC KO ($71.35) 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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