Low Volatility U.S. Equity Fund KO Holdings History
Low Volatility U.S. Equity Fund's Coca-Cola Co Holding Summary
As of 2022-01-31, Low Volatility U.S. Equity Fund held 3,943.00 shares of Coca-Cola Co(KO), totaling $240,560.00. This investment constitutes 2.6% of their stock portfolio, and Low Volatility U.S. Equity Fund now holds 0% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2019Q4. And since then Low Volatility U.S. Equity Fund has made 2 purchases of KO, at an average price of $52.68, for a total of 44,862.00 shares. In addition, there have been 5 sales at an average price of $51.77 for 40,919.00 shares. Based on historical transaction data and KO's current price of $71.35, Low Volatility U.S. Equity Fund's estimated gain on his KO holdings is $36,226.36, reflecting a 1.53% gain to date.
Low Volatility U.S. Equity Fund KO ($71.35) Holding Chart
Low Volatility U.S. Equity Fund 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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