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Ingalls & Snyder LLC’s Coca-Cola KO Stock Holding History

Ingalls & Snyder LLC’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
2022
Q1 		– Sell
-20,000
Closed -$1.18M – 476
2021
Q4 		$1.18M Hold
20,000
– – 0.05% 206
2021
Q3 		$1.05M Hold
20,000
– – 0.05% 225
2021
Q2 		$1.08M Hold
20,000
– – 0.05% 232
2021
Q1 		$1.05M Buy
+20,000
New +$1.01M 0.05% 223
2017
Q3 		– Sell
-30,000
Closed -$1.35M – 374
2017
Q2 		$1.35M Buy
+30,000
New +$1.33M 0.07% 165

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

Ingalls & Snyder LLC's KO Position: Q2 2026 in Review

Ingalls & Snyder LLC increased its Coca-Cola (KO) stake by 0.72% in Q2 2026, buying an estimated $35.5K and bringing the position to 62,886 shares worth $5.11M. The position accounts for 0.14% of the portfolio, ranked #108.

Ingalls & Snyder LLC first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.9M in Q2 2014. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ingalls & Snyder LLC held 62,886 shares of Coca-Cola worth $5.11M as of Q2 2026.
  • Ingalls & Snyder LLC bought 450 Coca-Cola shares in Q2 2026, an estimated $35.5K.
  • Coca-Cola made up 0.14% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #108 holding.
  • Ingalls & Snyder LLC first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Ingalls & Snyder LLC's Coca-Cola position peaked at $17.9M in Q2 2014.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.