NEOS Investment Management LLC

Position in KO — Coca Cola Co

CIK 2001019 Westport, CT

Position in KO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$43,159,896

+$4,497,081 QoQ

Shares Held

567,520

+2.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

NEOS Investment Management LLC holds $282,417,589 across 5 Beverages - Non-Alcoholic names. KO ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	949,212	$147,403,131
2	MNST	Monster Beverage Corp	630,222	$45,665,886
3	KO	Coca Cola Co This page	567,520	$43,159,896
4	KDP	Keurig Dr Pepper Inc.	915,079	$24,094,030
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	243,682	$22,094,646

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$43,159,896	567,520	+2.6%	Shares	Sole	2026-05-15
2025-12-31	$38,662,815	553,037	+19.2%	Shares	Other	2026-02-17
2025-09-30	$30,773,739	464,019	+39.8%	Shares	Other	2025-11-07
2025-06-30	$23,486,452	331,964	+27.4%	Shares	Sole	2025-08-13
2025-03-31	$18,668,181	260,656	+23.8%	Shares	Sole	2025-05-15
2024-12-31	$13,105,979	210,504	+15.0%	Shares	Sole	2025-02-12
2024-09-30	$13,148,152	182,969	+26.4%	Shares	Sole	2024-11-13
2024-06-30	$9,216,838	144,805	+47.8%	Shares	Sole	2024-08-14
2024-03-31	$5,995,211	97,993	+65.4%	Shares	Sole	2024-05-13
2023-12-31	$3,492,132	59,259	+30.2%	Shares	Sole	2024-02-13
2023-09-30	$2,547,257	45,503	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.