Simplicity Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.3M | Buy |
103,113
+56,983
| +124% | +$4.03M | 0.3% | 75 |
|
|
2025
Q1 | $3.3M | Buy |
46,130
+40,530
| +724% | +$2.9M | 0.26% | 96 |
|
|
2024
Q4 | $349K | Sell |
5,600
-31,887
| -85% | -$1.99M | 0.07% | 209 |
|
|
2024
Q3 | $2.69M | Sell |
37,487
-123,656
| -77% | -$8.89M | 0.25% | 88 |
|
|
2024
Q2 | $10.3M | Buy |
161,143
+2,056
| +1% | +$131K | 0.23% | 83 |
|
|
2024
Q1 | $9.73M | Buy |
159,087
+147,794
| +1,309% | +$9.04M | 0.23% | 86 |
|
|
2023
Q4 | $665K | Buy |
+11,293
| New | +$665K | 0.26% | 61 |
|