Synergy Asset Management, LLC KO Holdings History
Synergy Asset Management, LLC's Coca-Cola Co Holding Summary
As of 2025-03-31, Synergy Asset Management, LLC held 370,909.00 shares of Coca-Cola Co(KO), totaling $26.56 Mil. This investment constitutes 3.35% of their stock portfolio, and Synergy Asset Management, LLC now holds 0.01% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2020Q4. And since then Synergy Asset Management, LLC has made 12 purchases of KO, at an average price of $61.36, for a total of 1.00 Mil shares. In addition, there have been 5 sales at an average price of $66.32 for 629,987.00 shares. Based on historical transaction data and KO's current price of $69.85, Synergy Asset Management, LLC's estimated gain on his KO holdings is $6.27 Mil, reflecting a 10.22% gain to date.
Synergy Asset Management, LLC KO ($69.85) Holding Chart
Synergy Asset Management, 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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