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Inscription Capital’s Coca-Cola KO Stock Holding History

Inscription Capital’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 		$2.62M Sell
34,437
-838
-2% -$63.4K 0.28% 63
2025
Q4 		$2.47M Buy
35,275
+1,027
+3% +$71.6K 0.25% 60
2025
Q3 		$2.27M Sell
34,248
-856
-2% -$58.9K 0.24% 60
2025
Q2 		$2.48M Sell
35,104
-14,125
-29% -$1.01M 0.36% 49
2025
Q1 		$3.01M Buy
+49,229
New +$3.29M 0.5% 41
2024
Q3 		$3.16M Sell
43,951
-93
-0.2% -$6.37K 0.47% 43
2024
Q2 		$2.8M Sell
44,044
-5,185
-11% -$321K 0.45% 47
2024
Q1 		$3.01M Buy
49,229
+13,297
+37% +$799K 0.5% 41
2023
Q4 		$2.12M Buy
35,932
+79
+0.2% +$4.49K 0.58% 36
2023
Q3 		$2.01M Buy
35,853
+216
+0.6% +$13K 0.65% 32
2023
Q2 		$2.15M Sell
35,637
-877
-2% -$54.6K 0.67% 31
2023
Q1 		$2.26M Buy
36,514
+1,351
+4% +$81.8K 0.6% 38
2022
Q4 		$2.24M Buy
35,163
+486
+1% +$29.3K 0.77% 32
2022
Q3 		$1.94M Sell
34,677
-65,292
-65% -$4.06M 0.55% 35
2022
Q2 		$6.29M Buy
99,969
+65,984
+194% +$4.18M 1.13% 17
2022
Q1 		$2.12M Sell
33,985
-295
-0.9% -$17.9K 0.61% 45
2021
Q4 		$2.03M Buy
34,280
+632
+2% +$35.2K 0.55% 48
2021
Q3 		$1.78M Sell
33,648
-47,533
-59% -$2.65M 0.56% 48
2021
Q2 		$4.39M Buy
81,181
+51,772
+176% +$2.82M 0.5% 44
2021
Q1 		$1.56M Buy
29,409
+2,275
+8% +$115K 0.53% 56
2020
Q4 		$1.49M Sell
27,134
-1,802
-6% -$93.2K 0.57% 51
2020
Q3 		$1.44M Sell
28,936
-7,976
-22% -$384K 0.64% 47
2020
Q2 		$1.66M Sell
36,912
-1,922
-5% -$88.5K 0.92% 32
2020
Q1 		$1.73M Sell
38,834
-1,286
-3% -$69.5K 1.15% 26
2019
Q4 		$2.22M Buy
40,120
+1,512
+4% +$81.3K 0.98% 30
2019
Q3 		$2.12M Buy
38,608
+16,500
+75% +$884K 1.16% 22
2019
Q2 		$1.14M Buy
22,108
+6,792
+44% +$333K 0.85% 26
2019
Q1 		$724K Sell
15,316
-129
-0.8% -$6.03K 0.38% 50
2018
Q4 		$731K Buy
+15,445
New +$739K 0.41% 42

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

Inscription Capital's KO Position: Q1 2026 in Review

Inscription Capital reduced its Coca-Cola (KO) stake by 2.4% in Q1 2026, selling an estimated $63.4K and leaving 34,437 shares worth $2.62M. The position accounts for 0.28% of the portfolio, ranked #63.

Inscription Capital first reported a position in KO in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.29M in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Inscription Capital held 34,437 shares of Coca-Cola worth $2.62M as of Q1 2026.
  • Inscription Capital sold 838 Coca-Cola shares in Q1 2026, an estimated $63.4K.
  • Coca-Cola made up 0.28% of Inscription Capital's portfolio in Q1 2026, its #63 holding.
  • Inscription Capital first reported a position in Coca-Cola in Q4 2018 and has held it in 29 quarters since.
  • Inscription Capital's Coca-Cola position peaked at $6.29M in Q2 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.