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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
Q2 		$22.4M Buy
275,220
+11,957
+5% +$944K 0.21% 74
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

INTECH Investment Management's KO Position: Q2 2026 in Review

INTECH Investment Management increased its Coca-Cola (KO) stake by 4.5% in Q2 2026, buying an estimated $944K and bringing the position to 275,220 shares worth $22.4M. The position accounts for 0.21% of the portfolio, ranked #74.

INTECH Investment Management first reported a position in KO in Q2 2022 and has held it in 17 quarters since. The position peaked at $51M in Q1 2024. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • INTECH Investment Management held 275,220 shares of Coca-Cola worth $22.4M as of Q2 2026.
  • INTECH Investment Management bought 11,957 Coca-Cola shares in Q2 2026, an estimated $944K.
  • Coca-Cola made up 0.21% of INTECH Investment Management's portfolio in Q2 2026, its #74 holding.
  • INTECH Investment Management first reported a position in Coca-Cola in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's Coca-Cola position peaked at $51M in Q1 2024.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.