Simon Quick Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $438K | Sell |
5,395
-44
| -0.8% | -$3.48K | 0.02% | 282 |
|
|
2026
Q1 | $414K | Buy |
5,439
+341
| +7% | +$25.8K | 0.02% | 267 |
|
|
2025
Q4 | $356K | Sell |
5,098
-57
| -1% | -$3.97K | 0.02% | 290 |
|
|
2025
Q3 | $342K | Buy |
5,155
+261
| +5% | +$18K | 0.02% | 308 |
|
|
2025
Q2 | $346K | Sell |
4,894
-19,588
| -80% | -$1.4M | 0.02% | 286 |
|
|
2025
Q1 | $1.75M | Buy |
24,482
+5,544
| +29% | +$370K | 0.1% | 97 |
|
|
2024
Q4 | $1.18M | Sell |
18,938
-611
| -3% | -$39.9K | 0.07% | 127 |
|
|
2024
Q3 | $1.4M | Buy |
19,549
+4,565
| +30% | +$313K | 0.09% | 103 |
|
|
2024
Q2 | $954K | Sell |
14,984
-1,725
| -10% | -$107K | 0.07% | 137 |
|
|
2024
Q1 | $1.02M | Buy |
16,709
+7,740
| +86% | +$465K | 0.08% | 125 |
|
|
2023
Q4 | $529K | Buy |
8,969
+3,366
| +60% | +$191K | 0.05% | 169 |
|
|
2023
Q3 | $314K | Sell |
5,603
-751
| -12% | -$45K | 0.03% | 225 |
|
|
2023
Q2 | $383K | Buy |
6,354
+403
| +7% | +$25.1K | 0.04% | 181 |
|
|
2023
Q1 | $369K | Buy |
5,951
+1,885
| +46% | +$114K | 0.04% | 181 |
|
|
2022
Q4 | $259K | Buy |
+4,066
| New | +$245K | 0.03% | 197 |
|
|
2022
Q2 | – | Sell |
-39
| Closed | -$2K | – | 294 |
|
|
2022
Q1 | $2K | Sell |
39
-343
| -90% | -$20.9K | ﹤0.01% | 338 |
|
|
2021
Q4 | $23K | Buy |
382
+135
| +55% | +$7.52K | 0.01% | 276 |
|
|
2021
Q3 | $12K | Buy |
247
+180
| +269% | +$10K | ﹤0.01% | 342 |
|
|
2021
Q2 | $3K | Sell |
67
-783
| -92% | -$42.6K | ﹤0.01% | 412 |
|
|
2021
Q1 | $44K | Buy |
850
+760
| +844% | +$38.3K | 0.01% | 279 |
|
|
2020
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 398 |
|
|
2020
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 381 |
|
|
2020
Q2 | $4K | Buy |
90
+15
| +20% | +$691 | ﹤0.01% | 369 |
|
|
2020
Q1 | $3K | Sell |
75
-598
| -89% | -$32.3K | ﹤0.01% | 391 |
|
|
2019
Q4 | $37K | Buy |
673
+379
| +129% | +$20.4K | 0.01% | 261 |
|
|
2019
Q3 | $16K | Hold |
294
| – | – | 0.01% | 251 |
|
|
2019
Q2 | $15K | Sell |
294
-499
| -63% | -$24.5K | 0.01% | 198 |
|
|
2019
Q1 | $37K | Buy |
793
+143
| +22% | +$6.69K | 0.02% | 239 |
|
|
2018
Q4 | $31K | Sell |
650
-110
| -14% | -$5.26K | 0.01% | 224 |
|
|
2018
Q3 | $35K | Hold |
760
| – | – | 0.01% | 200 |
|
|
2018
Q2 | $33K | Sell |
760
-527
| -41% | -$22.8K | 0.01% | 213 |
|
|
2018
Q1 | $56K | Sell |
1,287
-269
| -17% | -$12.1K | 0.02% | 163 |
|
|
2017
Q4 | $74K | Buy |
1,556
+880
| +130% | +$40.5K | 0.03% | 187 |
|
|
2017
Q3 | $30K | Buy |
676
+499
| +282% | +$22.7K | 0.01% | 326 |
|
|
2017
Q2 | $8K | Sell |
177
-1,099
| -86% | -$48.6K | ﹤0.01% | 247 |
|
|
2017
Q1 | $54K | Sell |
1,276
-824
| -39% | -$34.4K | 0.03% | 152 |
|
|
2016
Q4 | $87K | Buy |
+2,100
| New | +$87.4K | 0.07% | 128 |
|
Other funds holding KO
RG
ECSS
AIM
FOFI
Simon Quick Advisors's KO Position: Q2 2026 in Review
Simon Quick Advisors reduced its Coca-Cola (KO) stake by 0.81% in Q2 2026, selling an estimated $3.48K and leaving 5,395 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #282.
Simon Quick Advisors first reported a position in KO in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.75M in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Simon Quick Advisors held 5,395 shares of Coca-Cola worth $438K as of Q2 2026.
- Simon Quick Advisors sold 44 Coca-Cola shares in Q2 2026, an estimated $3.48K.
- Coca-Cola made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #282 holding.
- Simon Quick Advisors first reported a position in Coca-Cola in Q4 2016 and has held it in 37 quarters since.
- Simon Quick Advisors's Coca-Cola position peaked at $1.75M in Q1 2025.
- 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.