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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
Q2 		$308K Buy
3,785
+48
+1% +$3.79K 0.05% 187
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Insight Advisors's KO Position: Q2 2026 in Review

Insight Advisors increased its Coca-Cola (KO) stake by 1.3% in Q2 2026, buying an estimated $3.79K and bringing the position to 3,785 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #187.

Insight Advisors first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $523K in Q1 2021. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Insight Advisors held 3,785 shares of Coca-Cola worth $308K as of Q2 2026.
  • Insight Advisors bought 48 Coca-Cola shares in Q2 2026, an estimated $3.79K.
  • Coca-Cola made up 0.05% of Insight Advisors's portfolio in Q2 2026, its #187 holding.
  • Insight Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's Coca-Cola position peaked at $523K in Q1 2021.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.