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Insight 2811 Inc’s Coca-Cola KO Stock Holding History

Insight 2811 Inc’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 		$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

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

Insight 2811 Inc's KO Position: Q1 2026 in Review

Insight 2811 Inc reduced its Coca-Cola (KO) stake by 1.3% in Q1 2026, selling an estimated $3.4K and leaving 3,341 shares worth $254K. 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 26 quarters since. The position peaked at $333K in Q1 2016. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Insight 2811 Inc held 3,341 shares of Coca-Cola worth $254K as of Q1 2026.
  • Insight 2811 Inc sold 45 Coca-Cola shares in Q1 2026, an estimated $3.4K.
  • Coca-Cola made up 0.11% of Insight 2811 Inc's portfolio in Q1 2026, its #84 holding.
  • Insight 2811 Inc first reported a position in Coca-Cola in Q2 2013 and has held it in 26 quarters since.
  • Insight 2811 Inc's Coca-Cola position peaked at $333K in Q1 2016.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.