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Scopus Asset Management’s Coca-Cola KO Stock Holding History

Scopus Asset 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
2022
Q2 		– Sell
-137,500
Closed -$8.53M – 219
2022
Q1 		$8.53M Buy
+137,500
New +$8.36M 0.21% 152

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

Scopus Asset Management's KO Position: Q2 2026 in Review

Scopus Asset Management reduced its Coca-Cola (KO) stake by 56% in Q2 2026, selling an estimated $17.5M and leaving 175,000 shares worth $14.2M. The position accounts for 0.2% of the portfolio, ranked #166.

Scopus Asset Management first reported a position in KO in Q4 2021 and has held it in 13 quarters since. The position peaked at $110M in Q1 2025. 3,639 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Scopus Asset Management held 175,000 shares of Coca-Cola worth $14.2M as of Q2 2026.
  • Scopus Asset Management sold 221,189 Coca-Cola shares in Q2 2026, an estimated $17.5M.
  • Coca-Cola made up 0.2% of Scopus Asset Management's portfolio in Q2 2026, its #166 holding.
  • Scopus Asset Management first reported a position in Coca-Cola in Q4 2021 and has held it in 13 quarters since.
  • Scopus Asset Management's Coca-Cola position peaked at $110M in Q1 2025.
  • 3,639 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Scopus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.