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

NEOS 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	$43.2M	Buy	567,520 +14,483	+3%	+$1.09M	0.22%	85
2025 Q4	$38.7M	Buy	553,037 +89,018	+19%	+$6.21M	0.22%	82
2025 Q3	$30.8M	Buy	464,019 +132,055	+40%	+$9.09M	0.23%	79
2025 Q2	$23.5M	Buy	331,964 +71,308	+27%	+$5.08M	0.29%	66
2025 Q1	$18.7M	Buy	260,656 +50,152	+24%	+$3.35M	0.35%	52
2024 Q4	$13.1M	Buy	210,504 +27,535	+15%	+$1.8M	0.31%	59
2024 Q3	$13.1M	Buy	182,969 +38,164	+26%	+$2.61M	0.4%	50
2024 Q2	$9.22M	Buy	144,805 +46,812	+48%	+$2.9M	0.38%	47
2024 Q1	$6M	Buy	97,993 +38,734	+65%	+$2.33M	0.37%	48
2023 Q4	$3.49M	Buy	59,259 +13,756	+30%	+$781K	0.33%	59
2023 Q3	$2.55M	Buy	+45,503	New	+$2.73M	0.33%	62

Other funds holding KO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return