Value Portfolio KO Holdings History
Number of Shares
418,077.00
Current Holdings Value*
$29.94 Mil
% of Portfolio
2.78%
Total Estimate Gain
$1.65 Mil
% of Total Estimate Gain
6.04%
Value Portfolio's Coca-Cola Co Holding Summary
As of 2025-03-31, Value Portfolio held 418,077.00 shares of Coca-Cola Co(KO), totaling $29.94 Mil. This investment constitutes 2.78% of their stock portfolio, and Value Portfolio now holds 0.01% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2024Q4. And since then Value Portfolio has made 2 purchases of KO, at an average price of $65.34, for a total of 418,077.00 shares. Based on historical transaction data and KO's current price of $69.29, Value Portfolio's estimated gain on his KO holdings is $1.65 Mil, reflecting a 6.04% gain to date.
Value Portfolio KO ($69.29) Holding Chart
Value Portfolio KO ($69.29) 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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers