Number of Shares
59,029.00
Current Holdings Value*
$4.23 Mil
% of Portfolio
3.62%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
26.08%

Virtus KAR Equity Income Fund's Coca-Cola Co Holding Summary

As of 2025-03-31, Virtus KAR Equity Income Fund held 59,029.00 shares of Coca-Cola Co(KO), totaling $4.23 Mil. This investment constitutes 3.62% of their stock portfolio, and Virtus KAR Equity Income Fund now holds 0% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2019Q3. And since then Virtus KAR Equity Income Fund has made 4 purchases of KO, at an average price of $51.50, for a total of 94,169.00 shares. In addition, there have been 16 sales at an average price of $57.94 for 35,140.00 shares. Based on historical transaction data and KO's current price of $69.10, Virtus KAR Equity Income Fund's estimated gain on his KO holdings is $1.26 Mil, reflecting a 26.08% gain to date.

Virtus KAR Equity Income Fund KO ($69.10) Holding Chart

Virtus KAR Equity Income Fund KO ($69.10) 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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