13F

Position

Simplicity Wealth,LLC in Coca Cola Co

Back to the book · All holders of KO

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $425.4K$69.91$76.05

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202570.8K$4.95M0.3%
Q1 202669.3K$5.27M$76.05$425.4K−$109.3K0.3%