Simplex Trading
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Simplex Trading’s Coca-Cola KO Stock Holding History

Simplex Trading’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
Q1 		$61M Sell
802,500
-8,800
-1% -$665K 0.04% 190
2025
Q4 		$56.7M Sell
811,300
-606,400
-43% -$42.3M 0.03% 257
2025
Q3 		$94M Buy
1,417,700
+510,600
+56% +$35.1M 0.05% 200
2025
Q2 		$64.2M Sell
907,100
-1,059,400
-54% -$75.5M 0.04% 240
2025
Q1 		$141M Buy
1,966,500
+922,000
+88% +$61.6M 0.09% 102
2024
Q4 		$65M Sell
1,044,500
-182,500
-15% -$11.9M 0.04% 251
2024
Q3 		$88.2M Buy
1,227,000
+30,700
+3% +$2.1M 0.05% 186
2024
Q2 		$76.1M Buy
1,196,300
+41,800
+4% +$2.59M 0.05% 212
2024
Q1 		$70.6M Sell
1,154,500
-190,800
-14% -$11.5M 0.04% 250
2023
Q4 		$79.3M Sell
1,345,300
-176,000
-12% -$10M 0.05% 229
2023
Q3 		$85.2M Sell
1,521,300
-172,300
-10% -$10.3M 0.07% 164
2023
Q2 		$102M Sell
1,693,600
-358,100
-17% -$22.3M 0.08% 137
2023
Q1 		$127M Sell
2,051,700
-96,100
-4% -$5.82M 0.11% 123
2022
Q4 		$137M Sell
2,147,800
-93,700
-4% -$5.66M 0.15% 93
2022
Q3 		$126M Buy
2,241,500
+890,100
+66% +$55.3M 0.14% 75
2022
Q2 		$85M Sell
1,351,400
-266,000
-16% -$16.9M 0.09% 139
2022
Q1 		$100M Sell
1,617,400
-25,800
-2% -$1.57M 0.09% 150
2021
Q4 		$97.3M Buy
1,643,200
+820,500
+100% +$45.7M 0.1% 152
2021
Q3 		$44.4M Sell
822,700
-7,400
-0.9% -$412K 0.04% 271
2021
Q2 		$44.9M Buy
+830,100
New +$45.2M 0.04% 258
2021
Q1 		– Sell
-11,046
Closed -$60.6M – 9418
2020
Q4 		$60.6M Sell
11,046
-3,148
-22% -$163K 0.08% 146
2020
Q3 		$70.1M Buy
14,194
+5,072
+56% +$244K 0.1% 122
2020
Q2 		$40.8M Sell
9,122
-4,241
-32% -$195K 0.07% 165
2020
Q1 		$59.1M Buy
13,363
+9,634
+258% +$520K 0.1% 91
2019
Q4 		$20.6M Buy
3,729
+85
+2% +$4.57K 0.05% 267
2019
Q3 		$19.8M Sell
3,644
-800
-18% -$42.8K 0.06% 242
2019
Q2 		$22.6M Buy
4,444
+563
+15% +$27.6K 0.06% 212
2019
Q1 		$18.2M Buy
3,881
+784
+25% +$36.7K 0.05% 240
2018
Q4 		$14.7M Sell
3,097
-489
-14% -$23.4K 0.04% 263
2018
Q3 		$16.6M Buy
3,586
+1,756
+96% +$80.2K 0.05% 237
2018
Q2 		$8.03M Buy
1,830
+261
+17% +$11.3K 0.03% 408
2018
Q1 		$239K Sell
1,569
-1,522
-49% -$68.4K 0.01% 1126
2017
Q4 		$500K Buy
3,091
+963
+45% +$44.3K 0.02% 715
2017
Q3 		$420K Sell
2,128
-1,825
-46% -$83K 0.02% 760
2017
Q2 		$705K Sell
3,953
-1,517
-28% -$67K 0.03% 499
2017
Q1 		$377K Buy
5,470
+2,367
+76% +$98.7K 0.02% 840
2016
Q4 		$181K Buy
3,103
+1,362
+78% +$56.7K 0.01% 1117
2016
Q3 		$196K Sell
1,741
-39
-2% -$1.71K 0.01% 1050
2016
Q2 		$221K Sell
1,780
-57
-3% -$2.58K 0.01% 929
2016
Q1 		$287K Buy
1,837
+102
+6% +$4.44K 0.02% 680
2015
Q4 		$273K Sell
1,735
-482
-22% -$20.5K 0.02% 686
2015
Q3 		$258K Buy
2,217
+1,414
+176% +$56.6K 0.02% 772
2015
Q2 		$109K Sell
803
-1,254
-61% -$51K 0.01% 1158
2015
Q1 		$765K Buy
2,057
+1,835
+827% +$76.7K 0.09% 216
2014
Q4 		$20K Buy
+222
New +$9.48K ﹤0.01% 2056

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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. 3,466 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.
  • 3,466 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.