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 		$62.2M Sell
818,200
-249,100
-23% -$18.8M 0.04% 185
2025
Q4 		$74.6M Buy
1,067,300
+174,000
+19% +$12.1M 0.04% 201
2025
Q3 		$59.2M Sell
893,300
-217,300
-20% -$15M 0.03% 307
2025
Q2 		$78.6M Sell
1,110,600
-77,000
-6% -$5.48M 0.05% 198
2025
Q1 		$58.5M Buy
1,187,600
+292,600
+33% +$19.5M 0.04% 239
2024
Q4 		$55.7M Buy
895,000
+103,400
+13% +$6.75M 0.03% 283
2024
Q3 		$49.8M Buy
791,600
+107,200
+16% +$7.34M 0.03% 305
2024
Q2 		$43.6M Sell
684,400
-124,800
-15% -$7.73M 0.03% 339
2024
Q1 		$49.5M Sell
809,200
-253,100
-24% -$15.2M 0.03% 344
2023
Q4 		$51.1M Sell
1,062,300
-1,398,500
-57% -$79.4M 0.03% 335
2023
Q3 		$138M Buy
2,460,800
+537,500
+28% +$32.2M 0.11% 90
2023
Q2 		$116M Buy
1,923,300
+8,100
+0.4% +$504K 0.1% 114
2023
Q1 		$119M Sell
1,915,200
-392,000
-17% -$23.7M 0.1% 130
2022
Q4 		$147M Buy
2,307,200
+479,000
+26% +$28.9M 0.16% 86
2022
Q3 		$102M Buy
1,828,200
+370,800
+25% +$23M 0.12% 112
2022
Q2 		$91.7M Sell
1,457,400
-158,100
-10% -$10M 0.1% 130
2022
Q1 		$100M Sell
1,615,500
-143,900
-8% -$8.75M 0.09% 151
2021
Q4 		$104M Buy
1,759,400
+983,400
+127% +$54.8M 0.11% 138
2021
Q3 		$41.9M Sell
776,000
-4,600
-0.6% -$256K 0.04% 281
2021
Q2 		$42.2M Buy
+780,600
New +$42.5M 0.04% 274
2021
Q1 		– Sell
-12,130
Closed -$66.5M – 9420
2020
Q4 		$66.5M Sell
12,130
-4,726
-28% -$244K 0.09% 132
2020
Q3 		$83.2M Buy
16,856
+3,415
+25% +$164K 0.11% 102
2020
Q2 		$60.1M Sell
13,441
-735
-5% -$33.9K 0.1% 119
2020
Q1 		$62.7M Buy
14,176
+10,730
+311% +$580K 0.11% 87
2019
Q4 		$19.1M Sell
3,446
-664
-16% -$35.7K 0.04% 289
2019
Q3 		$22.4M Buy
4,110
+1,273
+45% +$68.2K 0.06% 220
2019
Q2 		$14.4M Sell
2,837
-5,677
-67% -$278K 0.04% 294
2019
Q1 		$39.9M Buy
8,514
+5,027
+144% +$235K 0.11% 121
2018
Q4 		$16.5M Buy
3,487
+469
+16% +$22.4K 0.05% 234
2018
Q3 		$13.9M Buy
3,018
+857
+40% +$39.2K 0.04% 273
2018
Q2 		$9.48M Buy
2,161
+789
+58% +$34.1K 0.04% 359
2018
Q1 		$195K Sell
1,372
-2,006
-59% -$90.1K 0.01% 1251
2017
Q4 		$156K Buy
3,378
+2,166
+179% +$99.6K 0.01% 1463
2017
Q3 		$140K Sell
1,212
-1,968
-62% -$89.5K 0.01% 1447
2017
Q2 		$229K Buy
3,180
+1,688
+113% +$74.6K 0.01% 1115
2017
Q1 		$133K Buy
1,492
+166
+13% +$6.92K 0.01% 1511
2016
Q4 		$82K Sell
1,326
-3,492
-72% -$145K ﹤0.01% 1709
2016
Q3 		$255K Buy
4,818
+7
+0.1% +$307 0.02% 871
2016
Q2 		$195K Buy
4,811
+3,560
+285% +$161K 0.01% 1013
2016
Q1 		$54K Buy
1,251
+967
+340% +$42.1K ﹤0.01% 1891
2015
Q4 		$12K Sell
284
-1,630
-85% -$69.2K ﹤0.01% 3144
2015
Q3 		$200K Buy
1,914
+1,781
+1,339% +$71.3K 0.01% 917
2015
Q2 		$32K Sell
133
-592
-82% -$24.1K ﹤0.01% 2036
2015
Q1 		$86K Sell
725
-1,163
-62% -$48.6K 0.01% 1187
2014
Q4 		$98K Buy
+1,888
New +$80.6K 0.01% 939

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.