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Optas LLC’s Coca-Cola KO Stock Holding History

Optas LLC’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 		$1.1M Buy
13,547
+1,715
+14% +$135K 0.15% 78
2026
Q1 		$900K Buy
11,832
+2,188
+23% +$165K 0.14% 89
2025
Q4 		$674K Buy
9,644
+638
+7% +$44.5K 0.11% 124
2025
Q3 		$597K Sell
9,006
-687
-7% -$47.3K 0.1% 125
2025
Q2 		$686K Buy
9,693
+1,067
+12% +$76K 0.13% 97
2025
Q1 		$618K Buy
8,626
+943
+12% +$63K 0.11% 100
2024
Q4 		$478K Sell
7,683
-234
-3% -$15.3K 0.1% 121
2024
Q3 		$569K Buy
7,917
+492
+7% +$33.7K 0.13% 95
2024
Q2 		$473K Buy
7,425
+1,172
+19% +$72.5K 0.12% 92
2024
Q1 		$383K Buy
6,253
+158
+3% +$9.49K 0.1% 116
2023
Q4 		$359K Buy
6,095
+553
+10% +$31.4K 0.11% 113
2023
Q3 		$310K Sell
5,542
-337
-6% -$20.2K 0.1% 117
2023
Q2 		$354K Buy
5,879
+225
+4% +$14K 0.12% 107
2023
Q1 		$351K Buy
5,654
+367
+7% +$22.2K 0.13% 107
2022
Q4 		$336K Buy
5,287
+88
+2% +$5.31K 0.14% 97
2022
Q3 		$290K Sell
5,199
-120
-2% -$7.46K 0.13% 100
2022
Q2 		$335K Buy
5,319
+1,098
+26% +$69.6K 0.14% 95
2022
Q1 		$262K Buy
4,221
+123
+3% +$7.48K 0.09% 120
2021
Q4 		$243K Buy
4,098
+63
+2% +$3.51K 0.07% 128
2021
Q3 		$212K Buy
4,035
+80
+2% +$4.46K 0.06% 133
2021
Q2 		$214K Buy
3,955
+93
+2% +$5.06K 0.06% 135
2021
Q1 		$203K Buy
+3,862
New +$194K 0.06% 132
2020
Q4 		– Sell
-7,038
Closed -$347K – 156
2020
Q3 		$347K Buy
+7,038
New +$338K 0.11% 118
2020
Q1 		– Sell
-12,504
Closed -$691K – 139
2019
Q4 		$691K Buy
+12,504
New +$672K 0.27% 60

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Optas LLC's KO Position: Q2 2026 in Review

Optas LLC increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $135K and bringing the position to 13,547 shares worth $1.1M. The position accounts for 0.15% of the portfolio, ranked #78.

Optas LLC first reported a position in KO in Q4 2019 and has held it in 24 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Optas LLC held 13,547 shares of Coca-Cola worth $1.1M as of Q2 2026.
  • Optas LLC bought 1,715 Coca-Cola shares in Q2 2026, an estimated $135K.
  • Coca-Cola made up 0.15% of Optas LLC's portfolio in Q2 2026, its #78 holding.
  • Optas LLC first reported a position in Coca-Cola in Q4 2019 and has held it in 24 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.