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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
Q2 		$51.5M Buy
633,541
+66,021
+12% +$5.21M 0.19% 92
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 $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

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

NEOS Investment Management increased its Coca-Cola (KO) stake by 12% in Q2 2026, buying an estimated $5.21M and bringing the position to 633,541 shares worth $51.5M. The position accounts for 0.19% of the portfolio, ranked #92.

NEOS Investment Management first reported a position in KO in Q3 2023 and has held it in 12 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • NEOS Investment Management held 633,541 shares of Coca-Cola worth $51.5M as of Q2 2026.
  • NEOS Investment Management bought 66,021 Coca-Cola shares in Q2 2026, an estimated $5.21M.
  • Coca-Cola made up 0.19% of NEOS Investment Management's portfolio in Q2 2026, its #92 holding.
  • NEOS Investment Management first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.