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
2014 Q4	–	Sell	-26	Closed	-$3K	–	147
2014 Q3	$3K	Buy	+26	New	+$1.07K	﹤0.01%	156

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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.