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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
Q4 		– Sell
-120,000
Closed -$6.72M – 239
2022
Q3 		$6.72M Buy
+120,000
New +$7.46M 0.25% 117

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Scopus Asset Management's KO Position: Q1 2026 in Review

Scopus Asset Management increased its Coca-Cola (KO) stake by 3.6% in Q1 2026, buying an estimated $1.03M and bringing the position to 396,189 shares worth $30.1M. The position accounts for 0.52% of the portfolio, ranked #57.

Scopus Asset Management first reported a position in KO in Q4 2021 and has held it in 12 quarters since. The position peaked at $110M in Q1 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Scopus Asset Management held 396,189 shares of Coca-Cola worth $30.1M as of Q1 2026.
  • Scopus Asset Management bought 13,689 Coca-Cola shares in Q1 2026, an estimated $1.03M.
  • Coca-Cola made up 0.52% of Scopus Asset Management's portfolio in Q1 2026, its #57 holding.
  • Scopus Asset Management first reported a position in Coca-Cola in Q4 2021 and has held it in 12 quarters since.
  • Scopus Asset Management's Coca-Cola position peaked at $110M in Q1 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Scopus Asset Management's 13F filing for Q1 2026, filed 15 May 2026.