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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
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 $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

Financial Insights's KO Position: Q1 2026 in Review

Financial Insights reduced its Coca-Cola (KO) stake by 2.8% in Q1 2026, selling an estimated $12.8K and leaving 5,832 shares worth $444K. The position accounts for 0.14% of the portfolio, ranked #87.

Financial Insights first reported a position in KO in Q3 2021 and has held it in 19 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Financial Insights held 5,832 shares of Coca-Cola worth $444K as of Q1 2026.
  • Financial Insights sold 169 Coca-Cola shares in Q1 2026, an estimated $12.8K.
  • Coca-Cola made up 0.14% of Financial Insights's portfolio in Q1 2026, its #87 holding.
  • Financial Insights first reported a position in Coca-Cola in Q3 2021 and has held it in 19 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.