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Simplify Asset Management’s Coca-Cola KO Stock Holding History

Simplify Asset Management’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 		$332K Buy
4,089
+55
+1% +$4.34K ﹤0.01% 126
2026
Q1 		$307K Sell
4,034
-419
-9% -$31.7K ﹤0.01% 119
2025
Q4 		$311K Buy
4,453
+713
+19% +$49.7K 0.01% 116
2025
Q3 		$248K Buy
+3,740
New +$257K ﹤0.01% 121

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Simplify Asset Management's KO Position: Q2 2026 in Review

Simplify Asset Management increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $4.34K and bringing the position to 4,089 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #126.

Simplify Asset Management first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 770 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Simplify Asset Management held 4,089 shares of Coca-Cola worth $332K as of Q2 2026.
  • Simplify Asset Management bought 55 Coca-Cola shares in Q2 2026, an estimated $4.34K.
  • Coca-Cola made up ﹤0.01% of Simplify Asset Management's portfolio in Q2 2026, its #126 holding.
  • Simplify Asset Management first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • 770 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.