Windle Wealth, LLC KO Holdings History

Number of Shares
116,664.00
Current Holdings Value*
$8.25 Mil
% of Portfolio
4.04%
Total Estimate Gain
$958,762.28
% of Total Estimate Gain
13.47%

Windle Wealth, LLC's Coca-Cola Co Holding Summary

As of 2025-06-30, Windle Wealth, LLC held 116,664.00 shares of Coca-Cola Co(KO), totaling $8.25 Mil. This investment constitutes 4.04% of their stock portfolio, and Windle Wealth, LLC now holds 0% of the outstanding Coca-Cola Co(KO) stock.

The initial trade took place in 2022Q4. And since then Windle Wealth, LLC has made 9 purchases of KO, at an average price of $60.95, for a total of 116,758.00 shares. In addition, there have been 1 sales at an average price of $71.24 for 94.00 shares. Based on historical transaction data and KO's current price of $69.16, Windle Wealth, LLC's estimated gain on his KO holdings is $958,762.28, reflecting a 13.47% gain to date.

Windle Wealth, LLC KO ($69.16) Holding Chart

Windle Wealth, LLC KO ($69.16) 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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