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SIMA Wealth Partners’s Coca-Cola KO Stock Holding History

SIMA Wealth Partners’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.8K Sell
810
-225
-22% -$17.8K 0.05% 75
2026
Q1 		$78.7K Buy
1,035
+450
+77% +$34K 0.06% 69
2025
Q4 		$40.9K Hold
585
– – 0.03% 82
2025
Q3 		$38.8K Hold
585
– – 0.03% 86
2025
Q2 		$41.4K Hold
585
– – 0.03% 79
2025
Q1 		$41.9K Hold
585
– – 0.03% 89
2024
Q4 		$36.4K Hold
585
– – 0.03% 99
2024
Q3 		$42K Sell
585
-37
-6% -$2.53K 0.04% 86
2024
Q2 		$39.6K Buy
+622
New +$38.5K 0.04% 87

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SIMA Wealth Partners's KO Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Coca-Cola (KO) stake by 22% in Q2 2026, selling an estimated $17.8K and leaving 810 shares worth $65.8K. The position accounts for 0.05% of the portfolio, ranked #75.

SIMA Wealth Partners first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $78.7K in Q1 2026. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SIMA Wealth Partners held 810 shares of Coca-Cola worth $65.8K as of Q2 2026.
  • SIMA Wealth Partners sold 225 Coca-Cola shares in Q2 2026, an estimated $17.8K.
  • Coca-Cola made up 0.05% of SIMA Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • SIMA Wealth Partners first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Coca-Cola position peaked at $78.7K in Q1 2026.
  • 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.