RFG - Bristol Wealth Advisors, LLC KO Holdings History
Number of Shares
102,595.00
Current Holdings Value*
$7.35 Mil
% of Portfolio
2.46%
Total Estimate Gain
$459,363.55
% of Total Estimate Gain
6.87%
RFG - Bristol Wealth Advisors, LLC's Coca-Cola Co Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 102,595.00 shares of Coca-Cola Co(KO), totaling $7.35 Mil. This investment constitutes 2.46% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds 0% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2024Q4. And since then RFG - Bristol Wealth Advisors, LLC has made 1 purchases of KO, at an average price of $65.18, for a total of 102,595.00 shares. Based on historical transaction data and KO's current price of $69.66, RFG - Bristol Wealth Advisors, LLC's estimated gain on his KO holdings is $459,363.55, reflecting a 6.87% gain to date.
RFG - Bristol Wealth Advisors, LLC KO ($69.66) Holding Chart
RFG - Bristol Wealth Advisors, LLC 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 % |
Top Ranked Articles
- 1