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
$1.42 Mil
% of Total Estimate Gain
5.71%
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 $70.59, U.S. Growth Fund's estimated gain on his KO holdings is $1.42 Mil, reflecting a 5.71% gain to date.
U.S. Growth Fund KO ($70.59) Holding Chart
U.S. Growth Fund KO ($70.59) 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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