U.S. Growth Fund KO Holdings History

Number of Shares
372,772.00
Current Holdings Value*
$26.70 Mil
% of Portfolio
1.76%
Total Estimate Gain
$928,202.28
% of Total Estimate Gain
3.73%

U.S. Growth Fund's Coca-Cola Co Holding Summary

As of 2025-03-31, U.S. Growth Fund held 372,772.00 shares of Coca-Cola Co(KO), totaling $26.70 Mil. This investment constitutes 1.76% of their stock portfolio, and U.S. Growth Fund now holds 0.01% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2025Q1. And since then U.S. Growth Fund has made 1 purchases of KO, at an average price of $66.78, for a total of 372,772.00 shares. Based on historical transaction data and KO's current price of $69.27, U.S. Growth Fund's estimated gain on his KO holdings is $928,202.28, reflecting a 3.73% gain to date.

U.S. Growth Fund KO ($69.27) Holding Chart

U.S. Growth Fund KO ($69.27) 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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