TRIBUTARY BALANCED FUND KO Holdings History
Number of Shares
9,600.00
Current Holdings Value*
$687,550.00
% of Portfolio
1.51%
Total Estimate Gain
$33,216.00
% of Total Estimate Gain
5.18%
TRIBUTARY BALANCED FUND's Coca-Cola Co Holding Summary
As of 2025-03-31, TRIBUTARY BALANCED FUND held 9,600.00 shares of Coca-Cola Co(KO), totaling $687,550.00. This investment constitutes 1.51% of their stock portfolio, and TRIBUTARY BALANCED FUND now holds 0% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2025Q1. And since then TRIBUTARY BALANCED FUND has made 1 purchases of KO, at an average price of $66.78, for a total of 9,600.00 shares. Based on historical transaction data and KO's current price of $70.24, TRIBUTARY BALANCED FUND's estimated gain on his KO holdings is $33,216.00, reflecting a 5.18% gain to date.
TRIBUTARY BALANCED FUND KO ($70.24) Holding Chart
TRIBUTARY BALANCED FUND KO ($70.24) 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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