Number of Shares
168,255.00
Current Holdings Value*
$12.05 Mil
% of Portfolio
1.29%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
10.56%

Richard C. Young & CO., LTD.'s Coca-Cola Co Holding Summary

As of 2025-03-31, Richard C. Young & CO., LTD. held 168,255.00 shares of Coca-Cola Co(KO), totaling $12.05 Mil. This investment constitutes 1.29% of their stock portfolio, and Richard C. Young & CO., LTD. now holds 0% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2014Q1. And since then Richard C. Young & CO., LTD. has made 3 purchases of KO, at an average price of $62.71, for a total of 169,358.00 shares. In addition, there have been 2 sales at an average price of $65.17 for 1,103.00 shares. Based on historical transaction data and KO's current price of $69.36, Richard C. Young & CO., LTD.'s estimated gain on his KO holdings is $1.12 Mil, reflecting a 10.56% gain to date.

Richard C. Young & CO., LTD. KO ($69.36) Holding Chart

Richard C. Young & CO., LTD. KO ($69.36) 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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