Number of Shares
3,395.00
Current Holdings Value*
$243,150.00
% of Portfolio
0.1%
Total Estimate Gain
$187,655.26
% of Total Estimate Gain
17.02%

HARMONY ASSET MANAGEMENT LLC's Coca-Cola Co Holding Summary

As of 2025-03-31, HARMONY ASSET MANAGEMENT LLC held 3,395.00 shares of Coca-Cola Co(KO), totaling $243,150.00. This investment constitutes 0.1% of their stock portfolio, and HARMONY ASSET MANAGEMENT LLC now holds 0% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2023Q4. And since then HARMONY ASSET MANAGEMENT LLC has made 3 purchases of KO, at an average price of $57.47, for a total of 19,183.00 shares. In addition, there have been 2 sales at an average price of $66.69 for 15,788.00 shares. Based on historical transaction data and KO's current price of $69.85, HARMONY ASSET MANAGEMENT LLC's estimated gain on his KO holdings is $187,655.26, reflecting a 17.02% gain to date.

HARMONY ASSET MANAGEMENT LLC KO ($69.85) Holding Chart

HARMONY ASSET MANAGEMENT LLC KO ($69.85) 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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