Number of Shares
2.13 Mil
Current Holdings Value*
$132.89 Mil
% of Portfolio
0.38%
Total Estimate Gain
$43.69 Mil
% of Total Estimate Gain
24.32%

VANGUARD BALANCED INDEX FUND's Coca-Cola Co Holding Summary

As of 2024-12-31, VANGUARD VALLEY FORGE FUNDS held 2.13 Mil shares of Coca-Cola Co(KO), totaling $132.89 Mil. This investment constitutes 0.38% of their stock portfolio, and VANGUARD VALLEY FORGE FUNDS now holds 0.05% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2019Q3. And since then VANGUARD BALANCED INDEX FUND has made 1 purchases of KO, at an average price of $53.62, for a total of 3.35 Mil shares. In addition, there have been 12 sales at an average price of $61.02 for 1.22 Mil shares. Based on historical transaction data and KO's current price of $69.87, VANGUARD BALANCED INDEX FUND's estimated gain on his KO holdings is $43.69 Mil, reflecting a 24.32% gain to date.

VANGUARD BALANCED INDEX FUND KO ($69.87) Holding Chart

VANGUARD BALANCED INDEX FUND KO ($69.87) 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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