SHEETS SMITH WEALTH MANAGEMENT KO Holdings History
SHEETS SMITH WEALTH MANAGEMENT's Coca-Cola Co Holding Summary
As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 330,629.00 shares of Coca-Cola Co(KO), totaling $23.39 Mil. This investment constitutes 2.74% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.01% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2013Q3. And since then SHEETS SMITH WEALTH MANAGEMENT has made 16 purchases of KO, at an average price of $56.85, for a total of 675,363.00 shares. In addition, there have been 20 sales at an average price of $60.02 for 344,734.00 shares. Based on historical transaction data and KO's current price of $69.85, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his KO holdings is $5.39 Mil, reflecting a 14.04% gain to date.
SHEETS SMITH WEALTH MANAGEMENT KO ($69.85) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT 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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