Simplicity Wealth,LLC 13F: Adds $3.6M to The Coca-Cola (KO) Stake
Key Points
- Simplicity Wealth, LLC boosted its investment in The Coca-Cola Company by 49.0% during the period, ending with 125,849 shares valued at $10.8 million.
- Shares of The Coca-Cola Company recently traded near $92.71, sitting below its 52-week peak of $95.37 while offering a dividend yield of 2.22%.
- Wall Street maintains a consensus buy rating on the stock with a mean price target of $95.13 across 24 analyst opinions.
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Simplicity Wealth, LLC expanded its position in The Coca-Cola Company NYSE:KO by 41,376 shares during the period. The move was revealed in a Form 13F filing with the SEC on October 23, 2026. The stock closed at $92.71 on the day of the filing.
KO
The Coca-Cola Company
What Changed in Simplicity Wealth, LLC's The Coca-Cola Company Position
The institutional investor raised its stake by 49.0% to bring its total holdings to 125,849 shares. The value of the investment reached $10.8 million at the close of the period, up from its prior count of 84,473 shares.
Other Institutional Activity in The Coca-Cola Company
Other large investors adjusted their positions in the beverage maker during the same reporting window. NTV Asset Management grew its holdings by 15,218 shares, ending with 77,993 shares worth about $6.7 million. Royal Fund Management cut its stake by 33,904 shares to hold 42,990 shares valued at about $3.7 million. Howland Capital Management lowered its position by 13,209 shares, finishing with 77,555 shares worth roughly $6.7 million. SBI Securities boosted its holdings by 40,110 shares to a total of 284,080 shares valued at about $24.5 million. E. Ohman J:or Asset Management reduced its stake by 43,880 shares, ending with 105,385 shares worth about $9.1 million.
The Coca-Cola Company Stock Holds Steady
The stock recently traded around $92.71 as of October 24, 2026, matching its close on the filing date. That level puts the shares 2.8% below their 52-week high of $95.37 and well above their 52-week low of $67.27. The equity trades 4.2% above its 50-day moving average of $88.99 and 13.8% above its 200-day moving average of $81.46. The company carries a price-to-earnings ratio of 28.6 based on trailing results.
Recent Earnings
The business generated trailing twelve month revenue of $50.1 billion alongside basic earnings of $3.33 per share.
Dividend
The company pays an annual dividend rate of $2.12 per share.
Insider Buying and Selling at The Coca-Cola Company
Company insiders completed several transactions prior to the filing.
Analysts Set New Price Targets
Wall Street firms updated their outlooks on the stock.
About The Coca-Cola Company
Headquartered in Atlanta, Georgia, the company manufactures and sells nonalcoholic beverages, including sparkling soft drinks, waters, sports drinks, coffees, teas, juices, and syrups, to customers around the world.
Bottom Line
Investors are watching for the company's next earnings update scheduled for October 27, 2026. Future regulatory filings will show whether institutional interest in the beverage giant continues to expand.
Related Filing Alerts
Source: Simplicity Wealth,LLC's 13F filing on $KO (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts