Number of Shares
477,629.00
Current Holdings Value*
$34.45 Mil
% of Portfolio
1.72%
Total Estimate Gain
$19.43 Mil
% of Total Estimate Gain
39.39%

MONTAG A & ASSOCIATES INC's Coca-Cola Co Holding Summary

As of 2025-03-31, MONTAG A & ASSOCIATES INC held 477,629.00 shares of Coca-Cola Co(KO), totaling $34.45 Mil. This investment constitutes 1.72% of their stock portfolio, and MONTAG A & ASSOCIATES INC now holds 0.01% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2014Q1. And since then MONTAG A & ASSOCIATES INC has made 11 purchases of KO, at an average price of $43.75, for a total of 1.13 Mil shares. In addition, there have been 25 sales at an average price of $54.45 for 649,952.00 shares. Based on historical transaction data and KO's current price of $69.85, MONTAG A & ASSOCIATES INC's estimated gain on his KO holdings is $19.43 Mil, reflecting a 39.39% gain to date.

MONTAG A & ASSOCIATES INC KO ($69.85) Holding Chart

MONTAG A & ASSOCIATES INC 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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