Number of Shares
65,749.00
Current Holdings Value*
$4.72 Mil
% of Portfolio
3.13%
Total Estimate Gain
$853,662.12
% of Total Estimate Gain
22.01%

Planning Capital Management Corp's Coca-Cola Co Holding Summary

As of 2024-09-30, Planning Capital Management Corp held 65,749.00 shares of Coca-Cola Co(KO), totaling $4.72 Mil. This investment constitutes 3.13% of their stock portfolio, and Planning Capital Management Corp now holds 0% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2023Q4. And since then Planning Capital Management Corp has made 2 purchases of KO, at an average price of $57.06, for a total of 67,967.00 shares. In addition, there have been 1 sales at an average price of $68.48 for 2,218.00 shares. Based on historical transaction data and KO's current price of $69.66, Planning Capital Management Corp's estimated gain on his KO holdings is $853,662.12, reflecting a 22.01% gain to date.

Planning Capital Management Corp KO ($69.66) Holding Chart

Planning Capital Management Corp KO ($69.66) 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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