New York Life Investment Management’s Coca-Cola KO Stock Holding History

New York Life 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	$43.8M	Buy	539,413 +1,892	+0.4%	+$149K	0.31%	65
2026 Q1	$40.9M	Buy	537,521 +6,521	+1%	+$493K	0.35%	55
2025 Q4	$37.1M	Buy	531,000 +4,803	+0.9%	+$335K	0.32%	59
2025 Q3	$34.9M	Sell	526,197 -972	-0.2%	-$66.9K	0.31%	60
2025 Q2	$37.3M	Buy	527,169 +8,979	+2%	+$640K	0.35%	56
2025 Q1	$37.1M	Sell	518,190 -2,755	-0.5%	-$184K	0.38%	46
2024 Q4	$32.4M	Buy	520,945 +2,787	+0.5%	+$182K	0.32%	53
2024 Q3	$37.2M	Sell	518,158 -15,700	-3%	-$1.08M	0.36%	49
2024 Q2	$34M	Buy	533,858 +890	+0.2%	+$55.1K	0.34%	52
2024 Q1	$32.6M	Sell	532,968 -19,830	-4%	-$1.19M	0.32%	56
2023 Q4	$32.6M	Sell	552,798 -4,045	-0.7%	-$230K	0.33%	55
2023 Q3	$31.2M	Buy	556,843 +3,837	+0.7%	+$230K	0.34%	54
2023 Q2	$33.3M	Sell	553,006 -59,199	-10%	-$3.68M	0.35%	52
2023 Q1	$38M	Buy	612,205 +118	+0%	+$7.14K	0.42%	40
2022 Q4	$38.9M	Sell	612,087 -457	-0.1%	-$27.6K	0.45%	39
2022 Q3	$34.3M	Sell	612,544 -4,493	-0.7%	-$279K	0.42%	43
2022 Q2	$38.8M	Buy	+617,037	New	+$39.1M	0.45%	38
2015 Q4	–	Sell	-3,500	Closed	-$140K	–	142
2015 Q3	$140K	Hold	3,500	–	–	0.01%	217
2015 Q2	$137K	Buy	+3,500	New	+$142K	0.02%	216

Other funds holding KO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

New York Life Investment Management's KO Position: Q2 2026 in Review

New York Life Investment Management increased its Coca-Cola (KO) stake by 0.35% in Q2 2026, buying an estimated $149K and bringing the position to 539,413 shares worth $43.8M. The position accounts for 0.31% of the portfolio, ranked #65.

New York Life Investment Management first reported a position in KO in Q2 2015 and has held it in 19 quarters since. 2,545 funds tracked by Wall St. Rank hold KO as of Q2 2026.

New York Life Investment Management held 539,413 shares of Coca-Cola worth $43.8M as of Q2 2026.
New York Life Investment Management bought 1,892 Coca-Cola shares in Q2 2026, an estimated $149K.
Coca-Cola made up 0.31% of New York Life Investment Management's portfolio in Q2 2026, its #65 holding.
New York Life Investment Management first reported a position in Coca-Cola in Q2 2015 and has held it in 19 quarters since.
2,545 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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