Nicholas Wealth, LLC. KO Holdings History
Number of Shares
35,844.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
1.49%
Total Estimate Gain
$288,168.33
% of Total Estimate Gain
13.01%
Nicholas Wealth, LLC.'s Coca-Cola Co Holding Summary
As of 2025-03-31, Nicholas Wealth, LLC. held 35,844.00 shares of Coca-Cola Co(KO), totaling $2.57 Mil. This investment constitutes 1.49% of their stock portfolio, and Nicholas Wealth, LLC. now holds 0% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2023Q3. And since then Nicholas Wealth, LLC. has made 6 purchases of KO, at an average price of $61.81, for a total of 35,844.00 shares. Based on historical transaction data and KO's current price of $69.85, Nicholas Wealth, LLC.'s estimated gain on his KO holdings is $288,168.33, reflecting a 13.01% gain to date.
Nicholas Wealth, LLC. KO ($69.85) Holding Chart
Nicholas Wealth, 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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