Neo Ivy Capital Management’s Coca-Cola KO Stock Holding History

Neo Ivy Capital 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	$3.07M	Sell	37,786 -850	-2%	-$67.1K	0.71%	37
2026 Q1	$2.94M	Buy	38,636 +17,192	+80%	+$1.3M	0.78%	30
2025 Q4	$1.5M	Buy	+21,444	New	+$1.49M	0.24%	149
2025 Q3	–	Sell	-26,758	Closed	-$1.89M	–	463
2025 Q2	$1.89M	Buy	26,758 +15,068	+129%	+$1.07M	0.6%	54
2025 Q1	$837K	Buy	+11,690	New	+$781K	0.27%	128
2023 Q4	–	Sell	-1,416	Closed	-$79K	–	378
2023 Q3	$79K	Buy	+1,416	New	+$84.9K	0.03%	263
2022 Q4	–	Sell	-552	Closed	-$31K	–	451
2022 Q3	$31K	Buy	+552	New	+$34.3K	0.08%	264
2022 Q2	–	Sell	-6,418	Closed	-$398K	–	515
2022 Q1	$398K	Buy	6,418 +793	+14%	+$48.2K	0.36%	95
2021 Q4	$333K	Buy	5,625 +153	+3%	+$8.52K	0.48%	64
2021 Q3	$244K	Sell	5,472 -3,420	-38%	-$191K	0.28%	128
2021 Q2	$481K	Sell	8,892 -7,045	-44%	-$383K	0.49%	62
2021 Q1	$840K	Buy	+15,937	New	+$802K	0.92%	1
2020 Q3	–	Sell	-5,472	Closed	-$244K	–	545
2020 Q2	$244K	Buy	5,472 +2,505	+84%	+$115K	0.28%	128
2020 Q1	$131K	Buy	+2,967	New	+$160K	0.21%	188

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neo Ivy Capital Management's KO Position: Q2 2026 in Review

Neo Ivy Capital Management reduced its Coca-Cola (KO) stake by 2.2% in Q2 2026, selling an estimated $67.1K and leaving 37,786 shares worth $3.07M. The position accounts for 0.71% of the portfolio, ranked #37.

Neo Ivy Capital Management first reported a position in KO in Q1 2020 and has held it in 14 quarters since. 3,646 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Neo Ivy Capital Management held 37,786 shares of Coca-Cola worth $3.07M as of Q2 2026.
Neo Ivy Capital Management sold 850 Coca-Cola shares in Q2 2026, an estimated $67.1K.
Coca-Cola made up 0.71% of Neo Ivy Capital Management's portfolio in Q2 2026, its #37 holding.
Neo Ivy Capital Management first reported a position in Coca-Cola in Q1 2020 and has held it in 14 quarters since.
3,646 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.