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Financial Insights’s Coca-Cola KO Stock Holding History

Financial Insights’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
Q2 		$585K Buy
7,201
+1,369
+23% +$108K 0.15% 80
2026
Q1 		$444K Sell
5,832
-169
-3% -$12.8K 0.14% 87
2025
Q4 		$420K Buy
6,001
+534
+10% +$37.2K 0.14% 83
2025
Q3 		$363K Buy
5,467
+693
+15% +$47.7K 0.12% 91
2025
Q2 		$338K Buy
4,774
+30
+0.6% +$2.14K 0.12% 87
2025
Q1 		$340K Buy
4,744
+524
+12% +$35K 0.14% 75
2024
Q4 		$263K Sell
4,220
-409
-9% -$26.7K 0.1% 91
2024
Q3 		$333K Sell
4,629
-9
-0.2% -$616 0.11% 106
2024
Q2 		$295K Buy
4,638
+75
+2% +$4.64K 0.08% 132
2024
Q1 		$279K Hold
4,563
– – 0.08% 140
2023
Q4 		$269K Buy
4,563
+33
+0.7% +$1.87K 0.08% 140
2023
Q3 		$256K Sell
4,530
-105
-2% -$6.3K 0.09% 133
2023
Q2 		$279K Buy
4,635
+33
+0.7% +$2.05K 0.1% 136
2023
Q1 		$285K Hold
4,602
– – 0.12% 138
2022
Q4 		$293K Buy
4,602
+362
+9% +$21.9K 0.14% 118
2022
Q3 		$238K Sell
4,240
-106
-2% -$6.59K 0.16% 106
2022
Q2 		$273K Buy
4,346
+29
+0.7% +$1.84K 0.28% 68
2022
Q1 		$268K Hold
4,317
– – 0.25% 66
2021
Q4 		$256K Buy
4,317
+31
+0.7% +$1.73K 0.22% 69
2021
Q3 		$225K Buy
+4,286
New +$239K 0.21% 72

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

Financial Insights's KO Position: Q2 2026 in Review

Financial Insights increased its Coca-Cola (KO) stake by 23% in Q2 2026, buying an estimated $108K and bringing the position to 7,201 shares worth $585K. The position accounts for 0.15% of the portfolio, ranked #80.

Financial Insights first reported a position in KO in Q3 2021 and has held it in 20 quarters since. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Financial Insights held 7,201 shares of Coca-Cola worth $585K as of Q2 2026.
  • Financial Insights bought 1,369 Coca-Cola shares in Q2 2026, an estimated $108K.
  • Coca-Cola made up 0.15% of Financial Insights's portfolio in Q2 2026, its #80 holding.
  • Financial Insights first reported a position in Coca-Cola in Q3 2021 and has held it in 20 quarters since.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.