Number of Shares
83,660.00
Current Holdings Value*
$5.81 Mil
% of Portfolio
0.39%
Total Estimate Gain
$388,932.32
% of Total Estimate Gain
6.62%

Foster Victor Wealth Advisors, LLC's Coca-Cola Co Holding Summary

As of 2025-06-30, Foster Victor Wealth Advisors, LLC held 83,660.00 shares of Coca-Cola Co(KO), totaling $5.81 Mil. This investment constitutes 0.39% of their stock portfolio, and Foster Victor Wealth Advisors, LLC now holds 0% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2018Q4. And since then Foster Victor Wealth Advisors, LLC has made 16 purchases of KO, at an average price of $64.33, for a total of 91,261.00 shares. In addition, there have been 10 sales at an average price of $64.31 for 7,601.00 shares. Based on historical transaction data and KO's current price of $68.98, Foster Victor Wealth Advisors, LLC's estimated gain on his KO holdings is $388,932.32, reflecting a 6.62% gain to date.

Foster Victor Wealth Advisors, LLC KO ($68.98) Holding Chart

Foster Victor Wealth Advisors, LLC KO ($68.98) 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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