Simplex Trading’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-20,473
| Closed | -$1.43M | – | 9354 |
|
|
2025
Q3 | $1.36M | Sell |
20,473
-79,322
| -79% | -$5.46M | ﹤0.01% | 2730 |
|
|
2025
Q2 | $7.06M | Buy |
+99,795
| New | +$7.11M | ﹤0.01% | 1108 |
|
|
2025
Q1 | – | Sell |
-199,658
| Closed | -$13.3M | – | 9090 |
|
|
2024
Q4 | $12.4M | Buy |
+199,658
| New | +$13M | 0.01% | 898 |
|
|
2024
Q1 | – | Sell |
-71,584
| Closed | -$4.3M | – | 9363 |
|
|
2023
Q4 | $4.22M | Buy |
71,584
+31,508
| +79% | +$1.79M | ﹤0.01% | 1710 |
|
|
2023
Q3 | $2.24M | Buy |
+40,076
| New | +$2.4M | ﹤0.01% | 1974 |
|
|
2021
Q4 | – | Sell |
-122,431
| Closed | -$6.82M | – | 10942 |
|
|
2021
Q3 | $6.61M | Sell |
122,431
-5,200
| -4% | -$290K | 0.01% | 979 |
|
|
2021
Q2 | $6.91M | Buy |
127,631
+67,481
| +112% | +$3.67M | 0.01% | 936 |
|
|
2021
Q1 | $0 | Buy |
60,150
+29,696
| +98% | +$1.49M | ﹤0.01% | 9419 |
|
|
2020
Q4 | $1.67M | Buy |
30,454
+22,754
| +296% | +$1.18M | ﹤0.01% | 1962 |
|
|
2020
Q3 | $380K | Sell |
7,700
-178,329
| -96% | -$8.58M | ﹤0.01% | 3326 |
|
|
2020
Q2 | $8.31M | Buy |
186,029
+185,729
| +61,910% | +$8.55M | 0.01% | 592 |
|
|
2020
Q1 | $13K | Sell |
300
-61,002
| -100% | -$3.29M | ﹤0.01% | 6288 |
|
|
2019
Q4 | $3.39M | Buy |
+61,302
| New | +$3.3M | 0.01% | 1060 |
|
|
2019
Q2 | – | Sell |
-181,937
| Closed | -$8.92M | – | 7455 |
|
|
2019
Q1 | $8.53M | Buy |
+181,937
| New | +$8.51M | 0.02% | 444 |
|
|
2018
Q3 | – | Sell |
-19,293
| Closed | -$881K | – | 7733 |
|
|
2018
Q2 | $846K | Buy |
19,293
+10,561
| +121% | +$456K | ﹤0.01% | 1940 |
|
|
2018
Q1 | $379K | Sell |
8,732
-18,590
| -68% | -$835K | 0.02% | 862 |
|
|
2017
Q4 | $1.25M | Buy |
27,322
+23,546
| +624% | +$1.08M | 0.05% | 314 |
|
|
2017
Q3 | $169K | Buy |
+3,776
| New | +$172K | 0.01% | 1314 |
|
|
2016
Q4 | – | Sell |
-74,969
| Closed | -$3.12M | – | 6195 |
|
|
2016
Q3 | $3.17M | Buy |
74,969
+19,858
| +36% | +$870K | 0.22% | 84 |
|
|
2016
Q2 | $2.5M | Buy |
55,111
+1,563
| +3% | +$70.6K | 0.17% | 103 |
|
|
2016
Q1 | $2.48M | Buy |
+53,548
| New | +$2.33M | 0.2% | 88 |
|
|
2015
Q4 | – | Sell |
-13,310
| Closed | -$565K | – | 5766 |
|
|
2015
Q3 | $533K | Sell |
13,310
-22,526
| -63% | -$902K | 0.04% | 421 |
|
|
2015
Q2 | $1.41M | Buy |
35,836
+25,755
| +255% | +$1.05M | 0.12% | 149 |
|
|
2015
Q1 | $408K | Sell |
10,081
-65,949
| -87% | -$2.76M | 0.05% | 389 |
|
|
2014
Q4 | $3.21M | Buy |
+76,030
| New | +$3.25M | 0.39% | 40 |
|
Other funds holding KO
VCM
VPM
Simplex Trading's KO Position: Q4 2025 in Review
Simplex Trading sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 20,473 shares — an estimated $1.43M sold.
Simplex Trading first reported a position in KO in Q4 2014 and held it in 25 quarters. The position peaked at $12.4M in Q4 2024. 3,467 funds tracked by Wall St. Rank hold KO as of Q4 2025.
- Simplex Trading reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
- Simplex Trading sold 20,473 Coca-Cola shares in Q4 2025, an estimated $1.43M.
- Simplex Trading first reported a position in Coca-Cola in Q4 2014 and held it in 25 quarters.
- Simplex Trading's Coca-Cola position peaked at $12.4M in Q4 2024.
- 3,467 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.
Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.