Capital Insight Partners’s Coca-Cola KO Stock Holding History

Capital Insight Partners’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 Q1	–	Sell	-3,643	Closed	-$255K	–	60
2025 Q4	$255K	Hold	3,643	–	–	0.05%	123
2025 Q3	$242K	Hold	3,643	–	–	0.04%	153
2025 Q2	$258K	Hold	3,643	–	–	0.04%	147
2025 Q1	$261K	Hold	3,643	–	–	0.05%	146
2024 Q4	$227K	Sell	3,643 -180	-5%	-$11.8K	0.04%	151
2024 Q3	$275K	Sell	3,823 -215	-5%	-$14.7K	0.05%	142
2024 Q2	$257K	Sell	4,038 -120	-3%	-$7.43K	0.05%	144
2024 Q1	$254K	Buy	4,158 +40	+1%	+$2.4K	0.05%	153
2023 Q4	$243K	Sell	4,118 -18	-0.4%	-$1.02K	0.05%	155
2023 Q3	$232K	Hold	4,136	–	–	0.05%	152
2023 Q2	$249K	Sell	4,136 -80	-2%	-$4.98K	0.06%	151
2023 Q1	$262K	Sell	4,216 -56	-1%	-$3.39K	0.06%	150
2022 Q4	$272K	Buy	4,272 +225	+6%	+$13.6K	0.07%	140
2022 Q3	$227K	Hold	4,047	–	–	0.06%	140
2022 Q2	$255K	Sell	4,047 -228	-5%	-$14.5K	0.06%	148
2022 Q1	$265K	Hold	4,275	–	–	0.05%	152
2021 Q4	$253K	Hold	4,275	–	–	0.05%	138
2021 Q3	$224K	Hold	4,275	–	–	0.05%	146
2021 Q2	$231K	Hold	4,275	–	–	0.05%	142
2021 Q1	$225K	Sell	4,275 -179	-4%	-$9.01K	0.05%	140
2020 Q4	$244K	Buy	4,454 +56	+1%	+$2.9K	0.06%	136
2020 Q3	$217K	Buy	+4,398	New	+$212K	0.06%	138
2020 Q1	–	Sell	-4,768	Closed	-$264K	–	97
2019 Q4	$264K	Sell	4,768 -755	-14%	-$40.6K	0.12%	88
2019 Q3	$301K	Sell	5,523 -46	-0.8%	-$2.46K	0.26%	72
2019 Q2	$284K	Sell	5,569 -281	-5%	-$13.8K	0.25%	73
2019 Q1	$274K	Sell	5,850 -107	-2%	-$5K	0.25%	70
2018 Q4	$282K	Sell	5,957 -100	-2%	-$4.79K	0.29%	68
2018 Q3	$280K	Hold	6,057	–	–	0.25%	69
2018 Q2	$266K	Buy	6,057 +1,057	+21%	+$45.7K	0.22%	66
2018 Q1	$217K	Sell	5,000 -107	-2%	-$4.81K	0.18%	74
2017 Q4	$234K	Sell	5,107 -25	-0.5%	-$1.15K	0.18%	76
2017 Q3	$231K	Sell	5,132 -468	-8%	-$21.3K	0.2%	73
2017 Q2	$251K	Sell	5,600 -397	-7%	-$17.5K	0.22%	67
2017 Q1	$255K	Buy	5,997 +195	+3%	+$8.13K	0.23%	65
2016 Q4	$241K	Hold	5,802	–	–	0.24%	62
2016 Q3	$246K	Sell	5,802 -1,083	-16%	-$47.5K	0.24%	62
2016 Q2	$312K	Buy	6,885 +110	+2%	+$4.97K	0.3%	53
2016 Q1	$314K	Hold	6,775	–	–	0.32%	49
2015 Q4	$291K	Sell	6,775 -655	-9%	-$27.8K	0.29%	50
2015 Q3	$298K	Sell	7,430 -2,725	-27%	-$109K	0.28%	49
2015 Q2	$398K	Buy	+10,155	New	+$413K	0.34%	52

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Insight Partners's KO Position: Q1 2026 in Review

Capital Insight Partners sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 3,643 shares — an estimated $255K sold.

Capital Insight Partners first reported a position in KO in Q2 2015 and held it in 41 quarters. The position peaked at $398K in Q2 2015. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Capital Insight Partners reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 3,643 Coca-Cola shares in Q1 2026, an estimated $255K.
Capital Insight Partners first reported a position in Coca-Cola in Q2 2015 and held it in 41 quarters.
Capital Insight Partners's Coca-Cola position peaked at $398K in Q2 2015.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.