James Small Cap Fund COKE Holdings History
James Small Cap Fund's Coca-Cola Consolidated Inc Holding Summary
As of 2025-03-31, JAMES ADVANTAGE FUNDS held 11,080.00 shares of Coca-Cola Consolidated Inc(COKE), totaling $1.50 Mil. This investment constitutes 3.17% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0% of the outstanding Coca-Cola Consolidated Inc(COKE) stock.
The initial trade took place in 2022Q3. And since then James Small Cap Fund has made 4 purchases of COKE, at an average price of $58.93, for a total of 11,080.00 shares. Based on historical transaction data and COKE's current price of $113.36, James Small Cap Fund's estimated gain on his COKE holdings is $603,061.40, reflecting a 92.36% gain to date.
James Small Cap Fund COKE ($113.36) Holding Chart
James Small Cap Fund COKE ($113.36) 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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