U.S. Large Cap Equity Portfolio KO Holdings History
U.S. Large Cap Equity Portfolio's Coca-Cola Co Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 165,359.00 shares of Coca-Cola Co(KO), totaling $12.00 Mil. This investment constitutes 0.6% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2019Q4. And since then U.S. Large Cap Equity Portfolio has made 6 purchases of KO, at an average price of $55.04, for a total of 289,605.00 shares. In addition, there have been 9 sales at an average price of $58.43 for 124,246.00 shares. Based on historical transaction data and KO's current price of $71.35, U.S. Large Cap Equity Portfolio's estimated gain on his KO holdings is $3.12 Mil, reflecting a 19.56% gain to date.
U.S. Large Cap Equity Portfolio KO ($71.35) Holding Chart
U.S. Large Cap Equity Portfolio KO ($71.35) 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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