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INTECH Investment Management’s Coca-Cola KO Stock Holding History

INTECH Investment 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
Q1 		$20M Sell
263,263
-18,501
-7% -$1.4M 0.2% 83
2025
Q4 		$19.7M Buy
281,764
+34,860
+14% +$2.43M 0.18% 90
2025
Q3 		$16.4M Buy
246,904
+27,200
+12% +$1.87M 0.15% 107
2025
Q2 		$15.5M Buy
219,704
+2,109
+1% +$150K 0.15% 105
2025
Q1 		$15.6M Sell
217,595
-34,801
-14% -$2.32M 0.16% 89
2024
Q4 		$15.7M Buy
252,396
+10,296
+4% +$672K 0.15% 103
2024
Q3 		$17.4M Sell
242,100
-373,851
-61% -$25.6M 0.19% 93
2024
Q2 		$39.2M Sell
615,951
-216,902
-26% -$13.4M 0.49% 29
2024
Q1 		$51M Buy
832,853
+579,621
+229% +$34.8M 0.72% 22
2023
Q4 		$14.9M Buy
253,232
+81,846
+48% +$4.65M 0.22% 107
2023
Q3 		$9.59M Sell
171,386
-55,334
-24% -$3.32M 0.14% 163
2023
Q2 		$13.7M Sell
226,720
-103,029
-31% -$6.41M 0.14% 167
2023
Q1 		$20.5M Sell
329,749
-7,679
-2% -$465K 0.17% 173
2022
Q4 		$21.5M Buy
337,428
+63,384
+23% +$3.83M 0.16% 173
2022
Q3 		$15.4M Sell
274,044
-66,854
-20% -$4.16M 0.12% 224
2022
Q2 		$21.4M Buy
+340,898
New +$21.6M 0.12% 191

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

INTECH Investment Management's KO Position: Q1 2026 in Review

INTECH Investment Management reduced its Coca-Cola (KO) stake by 6.6% in Q1 2026, selling an estimated $1.4M and leaving 263,263 shares worth $20M. The position accounts for 0.2% of the portfolio, ranked #83.

INTECH Investment Management first reported a position in KO in Q2 2022 and has held it in 16 quarters since. The position peaked at $51M in Q1 2024. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • INTECH Investment Management held 263,263 shares of Coca-Cola worth $20M as of Q1 2026.
  • INTECH Investment Management sold 18,501 Coca-Cola shares in Q1 2026, an estimated $1.4M.
  • Coca-Cola made up 0.2% of INTECH Investment Management's portfolio in Q1 2026, its #83 holding.
  • INTECH Investment Management first reported a position in Coca-Cola in Q2 2022 and has held it in 16 quarters since.
  • INTECH Investment Management's Coca-Cola position peaked at $51M in Q1 2024.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.