SW
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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
Q2 		$6.87M Buy
84,473
+15,186
+22% +$1.2M 0.23% 99
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Wealth's KO Position: Q2 2026 in Review

Simplicity Wealth increased its Coca-Cola (KO) stake by 22% in Q2 2026, buying an estimated $1.2M and bringing the position to 84,473 shares worth $6.87M. The position accounts for 0.23% of the portfolio, ranked #99.

Simplicity Wealth first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q2 2024. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Simplicity Wealth held 84,473 shares of Coca-Cola worth $6.87M as of Q2 2026.
  • Simplicity Wealth bought 15,186 Coca-Cola shares in Q2 2026, an estimated $1.2M.
  • Coca-Cola made up 0.23% of Simplicity Wealth's portfolio in Q2 2026, its #99 holding.
  • Simplicity Wealth first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Coca-Cola position peaked at $10.3M in Q2 2024.
  • 3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.