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
2026 Q2	$926K	Buy	+11,400	New	+$900K	﹤0.01%	3083

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings's KO Position: Q2 2026 in Review

Osaic Holdings increased its Coca-Cola (KO) stake by 17% in Q2 2026, buying an estimated $33.1M and bringing the position to 2,919,879 shares worth $237M. The position accounts for 0.28% of the portfolio, ranked #62.

Osaic Holdings first reported a position in KO in Q1 2020 and has held it in 26 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Osaic Holdings held 2,919,879 shares of Coca-Cola worth $237M as of Q2 2026.
Osaic Holdings bought 419,557 Coca-Cola shares in Q2 2026, an estimated $33.1M.
Coca-Cola made up 0.28% of Osaic Holdings's portfolio in Q2 2026, its #62 holding.
Osaic Holdings first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.