Simplicity Wealth’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.9M Sell
2025
Q2
$7.3M Buy
2025
Q1
$3.3M Buy
2024
Q4
$349K Sell
2024
Q3
$2.69M Sell
2024
Q2
$10.3M Buy
2024
Q1
$9.73M Buy
2023
Q4
$665K Buy