Number of Shares
36,200.00
Current Holdings Value*
$2.59 Mil
% of Portfolio
1.05%
Total Estimate Gain
$111,154.00
% of Total Estimate Gain
1.89%

VIP Dynamic Capital Appreciation Portfolio's Coca-Cola Co Holding Summary

As of 2025-03-31, VIP Dynamic Capital Appreciation Portfolio held 36,200.00 shares of Coca-Cola Co(KO), totaling $2.59 Mil. This investment constitutes 1.05% of their stock portfolio, and VIP Dynamic Capital Appreciation Portfolio now holds 0% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2022Q1. And since then VIP Dynamic Capital Appreciation Portfolio has made 4 purchases of KO, at an average price of $63.73, for a total of 92,300.00 shares. In addition, there have been 3 sales at an average price of $61.75 for 56,100.00 shares. Based on historical transaction data and KO's current price of $69.87, VIP Dynamic Capital Appreciation Portfolio's estimated gain on his KO holdings is $111,154.00, reflecting a 1.89% gain to date.

VIP Dynamic Capital Appreciation Portfolio KO ($69.87) Holding Chart

VIP Dynamic Capital Appreciation Portfolio 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 %

Top Ranked Articles

  • 1