Number of Shares
165,359.00
Current Holdings Value*
$12.00 Mil
% of Portfolio
0.6%
Total Estimate Gain
$3.12 Mil
% of Total Estimate Gain
19.56%

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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