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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 $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

Ingalls & Snyder LLC's KO Position: Q1 2026 in Review

Ingalls & Snyder LLC reduced its Coca-Cola (KO) stake by 0.37% in Q1 2026, selling an estimated $17.6K and leaving 62,436 shares worth $4.75M. The position accounts for 0.17% of the portfolio, ranked #103.

Ingalls & Snyder LLC first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.9M in Q2 2014. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Ingalls & Snyder LLC held 62,436 shares of Coca-Cola worth $4.75M as of Q1 2026.
  • Ingalls & Snyder LLC sold 233 Coca-Cola shares in Q1 2026, an estimated $17.6K.
  • Coca-Cola made up 0.17% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #103 holding.
  • Ingalls & Snyder LLC first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Ingalls & Snyder LLC's Coca-Cola position peaked at $17.9M in Q2 2014.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.