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Insight Advisors’s Coca-Cola KO Stock Holding History

Insight Advisors’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 		$284K Sell
3,737
-35
-0.9% -$2.65K 0.05% 190
2025
Q4 		$264K Sell
3,772
-12
-0.3% -$837 0.04% 235
2025
Q3 		$251K Buy
3,784
+18
+0.5% +$1.24K 0.04% 245
2025
Q2 		$266K Sell
3,766
-7
-0.2% -$499 0.04% 236
2025
Q1 		$270K Sell
3,773
-23
-0.6% -$1.54K 0.05% 237
2024
Q4 		$236K Buy
3,796
+46
+1% +$3K 0.04% 261
2024
Q3 		$269K Buy
3,750
+87
+2% +$5.96K 0.05% 247
2024
Q2 		$233K Buy
3,663
+31
+0.9% +$1.92K 0.04% 262
2024
Q1 		$222K Buy
3,632
+7
+0.2% +$420 0.04% 272
2023
Q4 		$214K Sell
3,625
-273
-7% -$15.5K 0.05% 265
2023
Q3 		$218K Sell
3,898
-142
-4% -$8.52K 0.05% 252
2023
Q2 		$243K Sell
4,040
-229
-5% -$14.2K 0.05% 244
2023
Q1 		$265K Sell
4,269
-2,372
-36% -$144K 0.06% 242
2022
Q4 		$419K Buy
6,641
+416
+7% +$25.1K 0.15% 190
2022
Q3 		$343K Buy
6,225
+300
+5% +$18.6K 0.13% 191
2022
Q2 		$377K Sell
5,925
-840
-12% -$53.2K 0.13% 194
2022
Q1 		$419K Sell
6,765
-331
-5% -$20.1K 0.13% 206
2021
Q4 		$420K Buy
7,096
+306
+5% +$17K 0.12% 198
2021
Q3 		$384K Sell
6,790
-163
-2% -$9.09K 0.11% 212
2021
Q2 		$396K Sell
6,953
-2,719
-28% -$148K 0.12% 200
2021
Q1 		$523K Buy
9,672
+2,080
+27% +$105K 0.17% 155
2020
Q4 		$416K Buy
+7,592
New +$393K 0.16% 170

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 Advisors's KO Position: Q1 2026 in Review

Insight Advisors reduced its Coca-Cola (KO) stake by 0.93% in Q1 2026, selling an estimated $2.65K and leaving 3,737 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #190.

Insight Advisors first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $523K in Q1 2021. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Insight Advisors held 3,737 shares of Coca-Cola worth $284K as of Q1 2026.
  • Insight Advisors sold 35 Coca-Cola shares in Q1 2026, an estimated $2.65K.
  • Coca-Cola made up 0.05% of Insight Advisors's portfolio in Q1 2026, its #190 holding.
  • Insight Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Coca-Cola position peaked at $523K in Q1 2021.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.