Hennessy Balanced Fund KO Holdings History
Hennessy Balanced Fund's Coca-Cola Co Holding Summary
As of 2025-04-30, HENNESSY FUNDS TRUST held 9,450.00 shares of Coca-Cola Co(KO), totaling $685,600.00. This investment constitutes 10.98% of their stock portfolio, and HENNESSY FUNDS TRUST now holds 0% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2019Q4. And since then Hennessy Balanced Fund has made 6 purchases of KO, at an average price of $55.87, for a total of 28,150.00 shares. In addition, there have been 10 sales at an average price of $60.29 for 18,700.00 shares. Based on historical transaction data and KO's current price of $69.87, Hennessy Balanced Fund's estimated gain on his KO holdings is $215,068.00, reflecting a 13.67% gain to date.
Hennessy Balanced Fund KO ($69.87) Holding Chart
Hennessy Balanced Fund KO ($69.87) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
