SimplyRich’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.09M | Sell |
12,663
-7,296
| -37% | -$633K | 0.25% | 78 |
|
|
2026
Q2 | $1.66M | Buy |
19,959
+7,335
| +58% | +$579K | 0.39% | 75 |
|
|
2026
Q1 | $960K | Buy |
12,624
+141
| +1% | +$10.7K | 0.25% | 90 |
|
|
2025
Q4 | $872K | Sell |
12,483
-78
| -0.6% | -$5.44K | 0.23% | 87 |
|
|
2025
Q3 | $833K | Sell |
12,561
-5
| -0% | -$344 | 0.22% | 92 |
|
|
2025
Q2 | $889K | Hold |
12,566
| – | – | 0.25% | 90 |
|
|
2025
Q1 | $899K | Sell |
12,566
-154
| -1% | -$10.3K | 0.26% | 89 |
|
|
2024
Q4 | $791K | Sell |
12,720
-16
| -0.1% | -$1.04K | 0.23% | 93 |
|
|
2024
Q3 | $915K | Sell |
12,736
-343
| -3% | -$23.5K | 0.26% | 94 |
|
|
2024
Q2 | $832K | Buy |
13,079
+177
| +1% | +$11K | 0.26% | 86 |
|
|
2024
Q1 | $790K | Buy |
12,902
+111
| +0.9% | +$6.67K | 0.26% | 90 |
|
|
2023
Q4 | $754K | Sell |
12,791
-541
| -4% | -$30.7K | 0.26% | 91 |
|
|
2023
Q3 | $746K | Sell |
13,332
-3
| -0% | -$180 | 0.36% | 75 |
|
|
2023
Q2 | $803K | Buy |
13,335
+13
| +0.1% | +$809 | 0.29% | 89 |
|
|
2023
Q1 | $826K | Hold |
13,322
| – | – | 0.31% | 87 |
|
|
2022
Q4 | $847K | Sell |
13,322
-698
| -5% | -$42.1K | 0.34% | 78 |
|
|
2022
Q3 | $785K | Sell |
14,020
-1,935
| -12% | -$120K | 0.35% | 77 |
|
|
2022
Q2 | $1M | Buy |
15,955
+1,903
| +14% | +$121K | 0.42% | 64 |
|
|
2022
Q1 | $871K | Buy |
14,052
+1,584
| +13% | +$96.3K | 0.3% | 85 |
|
|
2021
Q4 | $738K | Hold |
12,468
| – | – | 0.25% | 93 |
|
|
2021
Q3 | $654K | Buy |
12,468
+230
| +2% | +$12.8K | 0.24% | 97 |
|
|
2021
Q2 | $662K | Buy |
12,238
+282
| +2% | +$15.3K | 0.3% | 90 |
|
|
2021
Q1 | $630K | Hold |
11,956
| – | – | 0.25% | 95 |
|
|
2020
Q4 | $656K | Hold |
11,956
| – | – | 0.29% | 79 |
|
|
2020
Q3 | $590K | Hold |
11,956
| – | – | 0.3% | 81 |
|
|
2020
Q2 | $530K | Hold |
11,956
| – | – | 0.29% | 82 |
|
|
2020
Q1 | $538K | Sell |
11,956
-300
| -2% | -$16.2K | 0.36% | 73 |
|
|
2019
Q4 | $677K | Hold |
12,256
| – | – | 0.34% | 84 |
|
|
2019
Q3 | $666K | Hold |
12,256
| – | – | 0.36% | 79 |
|
|
2019
Q2 | $624K | Hold |
12,256
| – | – | 0.34% | 84 |
|
|
2019
Q1 | $574K | Hold |
12,256
| – | – | 0.47% | 60 |
|
|
2018
Q4 | $578K | Sell |
12,256
-460
| -4% | -$22K | 0.53% | 60 |
|
|
2018
Q3 | $587K | Hold |
12,716
| – | – | 0.32% | 99 |
|
|
2018
Q2 | $558K | Hold |
12,716
| – | – | 0.32% | 104 |
|
|
2018
Q1 | $552K | Hold |
12,716
| – | – | 0.31% | 107 |
|
|
2017
Q4 | $583K | Buy |
+12,716
| New | +$585K | 0.33% | 107 |
|
Other funds holding KO
SimplyRich's KO Position: Q3 2026 in Review
SimplyRich reduced its Coca-Cola (KO) stake by 37% in Q3 2026, selling an estimated $633K and leaving 12,663 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #78.
SimplyRich first reported a position in KO in Q4 2017 and has held it in 36 quarters since. The position peaked at $1.66M in Q2 2026. 2,606 funds tracked by Wall St. Rank hold KO as of Q3 2026.
- SimplyRich held 12,663 shares of Coca-Cola worth $1.09M as of Q3 2026.
- SimplyRich sold 7,296 Coca-Cola shares in Q3 2026, an estimated $633K.
- Coca-Cola made up 0.25% of SimplyRich's portfolio in Q3 2026, its #78 holding.
- SimplyRich first reported a position in Coca-Cola in Q4 2017 and has held it in 36 quarters since.
- SimplyRich's Coca-Cola position peaked at $1.66M in Q2 2026.
- 2,606 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.
Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.