Insight 2811 Inc’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $272K | Hold |
3,341
| – | – | 0.11% | 84 |
|
|
2026
Q1 | $254K | Sell |
3,341
-45
| -1% | -$3.4K | 0.11% | 84 |
|
|
2025
Q4 | $237K | Sell |
3,386
-200
| -6% | -$13.9K | 0.1% | 87 |
|
|
2025
Q3 | $238K | Sell |
3,586
-50
| -1% | -$3.44K | 0.11% | 87 |
|
|
2025
Q2 | $257K | Sell |
3,636
-64
| -2% | -$4.56K | 0.12% | 76 |
|
|
2025
Q1 | $265K | Sell |
3,700
-33
| -0.9% | -$2.2K | 0.13% | 73 |
|
|
2024
Q4 | $232K | Buy |
3,733
+13
| +0.3% | +$849 | 0.12% | 78 |
|
|
2024
Q3 | $267K | Hold |
3,720
| – | – | 0.13% | 70 |
|
|
2024
Q2 | $237K | Hold |
3,720
| – | – | 0.12% | 70 |
|
|
2024
Q1 | $228K | Buy |
3,720
+115
| +3% | +$6.91K | 0.12% | 74 |
|
|
2023
Q4 | $212K | Sell |
3,605
-155
| -4% | -$8.8K | 0.12% | 75 |
|
|
2023
Q3 | $210K | Sell |
3,760
-423
| -10% | -$25.4K | 0.12% | 74 |
|
|
2023
Q2 | $252K | Sell |
4,183
-926
| -18% | -$57.6K | 0.14% | 76 |
|
|
2023
Q1 | $317K | Sell |
5,109
-80
| -2% | -$4.84K | 0.2% | 62 |
|
|
2022
Q4 | $330K | Buy |
5,189
+1,558
| +43% | +$94.1K | 0.2% | 63 |
|
|
2022
Q3 | $203K | Buy |
3,631
+59
| +2% | +$3.67K | 0.14% | 77 |
|
|
2022
Q2 | $225K | Buy |
3,572
+187
| +6% | +$11.9K | 0.15% | 74 |
|
|
2022
Q1 | $210K | Buy |
+3,385
| New | +$206K | 0.12% | 81 |
|
|
2017
Q4 | – | Sell |
-4,510
| Closed | -$203K | – | 74 |
|
|
2017
Q3 | $203K | Buy |
+4,510
| New | +$205K | 0.15% | 72 |
|
|
2016
Q3 | – | Sell |
-7,182
| Closed | -$326K | – | 94 |
|
|
2016
Q2 | $326K | Hold |
7,182
| – | – | 0.13% | 93 |
|
|
2016
Q1 | $333K | Buy |
7,182
+1,307
| +22% | +$56.9K | 0.13% | 91 |
|
|
2015
Q4 | $252K | Hold |
5,875
| – | – | 0.12% | 93 |
|
|
2015
Q3 | $236K | Hold |
5,875
| – | – | 0.14% | 92 |
|
|
2015
Q2 | $230K | Hold |
5,875
| – | – | 0.11% | 101 |
|
|
2015
Q1 | $238K | Buy |
+5,875
| New | +$246K | 0.11% | 101 |
|
|
2014
Q4 | – | Sell |
-4,900
| Closed | -$209K | – | 148 |
|
|
2014
Q3 | $209K | Buy |
+4,900
| New | +$203K | 0.09% | 110 |
|
|
2013
Q3 | – | Sell |
-700
| Closed | -$28K | – | 131 |
|
|
2013
Q2 | $28K | Buy |
+700
| New | +$29K | 0.02% | 165 |
|
Other funds holding KO
Insight 2811 Inc's KO Position: Q2 2026 in Review
Insight 2811 Inc held its Coca-Cola (KO) position steady in Q2 2026 at 3,341 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #84.
Insight 2811 Inc first reported a position in KO in Q2 2013 and has held it in 27 quarters since. The position peaked at $333K in Q1 2016. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Insight 2811 Inc held 3,341 shares of Coca-Cola worth $272K as of Q2 2026.
- Insight 2811 Inc left its Coca-Cola share count unchanged in Q2 2026.
- Coca-Cola made up 0.11% of Insight 2811 Inc's portfolio in Q2 2026, its #84 holding.
- Insight 2811 Inc first reported a position in Coca-Cola in Q2 2013 and has held it in 27 quarters since.
- Insight 2811 Inc's Coca-Cola position peaked at $333K in Q1 2016.
- 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Insight 2811 Inc's 13F filing for Q2 2026, filed 11 Aug 2026.