NPS, 2K consumer staples and power infrastructure stand out in quarterly large holdings
NPS's 12disclosed on 2026 annual 2quarterly large holdings report showed a larger share of stocks related to K consumer staples and power infrastructure. Cosmax Korea(12.98%), Daesang(10.67%), Samyang Foods(10.58%) were newly added to the large holdings list, and Kolmar Korea increased its stake from the 1quarter 10.52% to the 2quarter 12.68%.
NPS's 12disclosed on 2026 annual 2quarterly large holdings report was tallied as showing a rise in the share of stocks related to K consumer staples and power infrastructure. From an investor's perspective, changes in institutional holdings are notable disclosures.
Among the stocks newly added to the large holdings list, Cosmax Korea's holding ratio was disclosed at 12.98%. Daesang also made the new list at 10.67%.
Samyang Foods was confirmed as a new large-holding stock with a holding ratio of 10.58%. GS Retail was also newly reported at 9.47%.
Hotel Shilla was 8.03 included in the quarterly list with a holding ratio of 2%.
Among the existing large-shareholding stocks, the increase in Korea Kolmar's holding ratio stands out. Korea Kolmar's stake rose from 1quarter 10.52% to 2quarter 12.68%.
The report also said the presence of companies related to power infrastructure has grown. However, the specific holding ratios of individual power infrastructure companies were not separately listed in the article.
The National Pension Service's large-shareholding disclosures are quarterly holdings data released every quarter. In this disclosure, new additions and stake increases also appeared in the consumer goods and some infrastructure sectors.
Sources: 연합인포맥스
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