Osaic Holdings’s Coca-Cola KO Stock Holding History

Osaic Holdings’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
2022 Q1	–	Sell	-50	Closed	-$4K	–	7376
2021 Q4	$4K	Buy	+50	New	+$2.78K	﹤0.01%	6753

Other funds holding KO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings's KO Position: Q1 2026 in Review

Osaic Holdings increased its Coca-Cola (KO) stake by 5.8% in Q1 2026, buying an estimated $10.3M and bringing the position to 2,500,322 shares worth $190M. The position accounts for 0.28% of the portfolio, ranked #65.

Osaic Holdings first reported a position in KO in Q1 2020 and has held it in 25 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Osaic Holdings held 2,500,322 shares of Coca-Cola worth $190M as of Q1 2026.
Osaic Holdings bought 136,717 Coca-Cola shares in Q1 2026, an estimated $10.3M.
Coca-Cola made up 0.28% of Osaic Holdings's portfolio in Q1 2026, its #65 holding.
Osaic Holdings first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.