NEOS Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Buy |
331,964
+71,308
| +27% | +$5.05M | 0.29% | 66 |
|
|
2025
Q1 | $18.7M | Buy |
260,656
+50,152
| +24% | +$3.59M | 0.35% | 52 |
|
|
2024
Q4 | $13.1M | Buy |
210,504
+27,535
| +15% | +$1.71M | 0.31% | 59 |
|
|
2024
Q3 | $13.1M | Buy |
182,969
+38,164
| +26% | +$2.74M | 0.4% | 50 |
|
|
2024
Q2 | $9.22M | Buy |
144,805
+46,812
| +48% | +$2.98M | 0.38% | 47 |
|
|
2024
Q1 | $6M | Buy |
97,993
+38,734
| +65% | +$2.37M | 0.37% | 48 |
|
|
2023
Q4 | $3.49M | Buy |
59,259
+13,756
| +30% | +$811K | 0.33% | 59 |
|
|
2023
Q3 | $2.55M | Buy |
+45,503
| New | +$2.55M | 0.33% | 62 |
|