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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.