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Simplicity Wealth’s Coca-Cola KO Stock Holding History

Simplicity Wealth’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 		$5.27M Sell
69,287
-1,563
-2% -$118K 0.3% 79
2025
Q4 		$4.95M Buy
70,850
+11,983
+20% +$835K 0.3% 74
2025
Q3 		$3.9M Sell
58,867
-44,246
-43% -$3.05M 0.23% 101
2025
Q2 		$7.3M Buy
103,113
+56,983
+124% +$4.06M 0.3% 75
2025
Q1 		$3.3M Buy
46,130
+40,530
+724% +$2.71M 0.26% 96
2024
Q4 		$349K Sell
5,600
-31,887
-85% -$2.08M 0.07% 209
2024
Q3 		$2.69M Sell
37,487
-123,656
-77% -$8.47M 0.25% 88
2024
Q2 		$10.3M Buy
161,143
+2,056
+1% +$127K 0.23% 83
2024
Q1 		$9.73M Buy
159,087
+147,794
+1,309% +$8.88M 0.23% 86
2023
Q4 		$665K Buy
+11,293
New +$641K 0.26% 61

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

Simplicity Wealth's KO Position: Q1 2026 in Review

Simplicity Wealth reduced its Coca-Cola (KO) stake by 2.2% in Q1 2026, selling an estimated $118K and leaving 69,287 shares worth $5.27M. The position accounts for 0.3% of the portfolio, ranked #79.

Simplicity Wealth first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q2 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Simplicity Wealth held 69,287 shares of Coca-Cola worth $5.27M as of Q1 2026.
  • Simplicity Wealth sold 1,563 Coca-Cola shares in Q1 2026, an estimated $118K.
  • Coca-Cola made up 0.3% of Simplicity Wealth's portfolio in Q1 2026, its #79 holding.
  • Simplicity Wealth first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Coca-Cola position peaked at $10.3M in Q2 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.