Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,865,120
+$1,595,844 QoQ
Shares Held
84,473
+21.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#799
of 3,612 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Simplicity Wealth,LLC holds $11,717,774 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (58.6% of the industry book) .
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,865,120 | 84,473 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,269,276 | 69,287 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,953,123 | 70,850 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,904,059 | 58,867 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,295,244 | 103,113 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,303,830 | 46,130 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $348,656 | 5,600 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,693,815 | 37,487 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,256,751 | 161,143 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $9,732,942 | 159,087 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $665,496 | 11,293 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||