Simplicity Solutions’s Coca-Cola KO Stock Holding History

Simplicity Solutions’s Portfolio KO Stock Details KO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$7.58M	Sell	128,619 -5,899	-4%	-$348K	0.21%	85
2023 Q3	$7.53M	Sell	134,518 -18,163	-12%	-$1.02M	0.24%	82
2023 Q2	$9.19M	Buy	152,681 +1,265	+0.8%	+$76.2K	0.25%	76
2023 Q1	$9.39M	Buy	151,416 +107,260	+243%	+$6.65M	0.25%	82
2022 Q4	$2.81M	Sell	44,156 -3,716	-8%	-$236K	0.38%	52
2022 Q3	$2.68M	Buy	47,872 +2,306	+5%	+$129K	0.39%	49
2022 Q2	$2.87M	Buy	45,566 +7,805	+21%	+$491K	0.37%	65
2022 Q1	$2.34M	Sell	37,761 -10,123	-21%	-$628K	0.29%	76
2021 Q4	$2.84M	Buy	47,884 +16,327	+52%	+$967K	0.32%	76
2021 Q3	$1.66M	Buy	31,557 +13,745	+77%	+$721K	0.25%	88
2021 Q2	$964K	Buy	17,812 +4,293	+32%	+$232K	0.19%	115
2021 Q1	$713K	Sell	13,519 -213,812	-94%	-$11.3M	0.16%	146
2020 Q4	$12.5M	Sell	227,331 -10,055	-4%	-$551K	0.18%	122
2020 Q3	$11.7M	Buy	237,386 +27,894	+13%	+$1.38M	0.22%	92
2020 Q2	$9.36M	Buy	209,492 +107,960	+106%	+$4.82M	0.19%	117
2020 Q1	$4.49M	Buy	101,532 +6,208	+7%	+$275K	0.14%	127
2019 Q4	$5.28M	Buy	95,324 +25,057	+36%	+$1.39M	0.16%	117
2019 Q3	$3.83M	Sell	70,267 -4,305	-6%	-$234K	0.16%	115
2019 Q2	$3.8M	Sell	74,572 -34,421	-32%	-$1.75M	0.16%	100
2019 Q1	$5.11M	Buy	108,993 +13,700	+14%	+$642K	0.31%	72
2018 Q4	$4.51M	Buy	95,293 +6,060	+7%	+$287K	0.58%	38
2018 Q3	$4.12M	Buy	89,233 +16,190	+22%	+$748K	0.24%	61
2018 Q2	$3.2M	Buy	73,043 +5,544	+8%	+$243K	0.23%	56
2018 Q1	$2.93M	Buy	67,499 +415	+0.6%	+$18K	0.25%	54
2017 Q4	$3.08M	Buy	67,084 +50,648	+308%	+$2.32M	0.3%	57
2017 Q3	$740K	Sell	16,436 -43,344	-73%	-$1.95M	0.5%	40
2017 Q2	$2.68M	Buy	59,780 +11,694	+24%	+$524K	0.32%	58
2017 Q1	$2.04M	Buy	48,086 +11,166	+30%	+$474K	0.31%	60
2016 Q4	$1.53M	Buy	36,920 +22,389	+154%	+$928K	0.35%	60
2016 Q3	$615K	Sell	14,531 -4,174	-22%	-$177K	0.3%	76
2016 Q2	$848K	Buy	18,705 +2,117	+13%	+$96K	0.46%	51
2016 Q1	$770K	Sell	16,588 -46,441	-74%	-$2.16M	0.47%	55
2015 Q4	$2.71M	Buy	+63,029	New	+$2.71M	0.32%	80