Insight Advisors
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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
Q3 		$323K Sell
3,755
-30
-0.8% -$2.6K 0.06% 174
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Insight Advisors's KO Position: Q3 2026 in Review

Insight Advisors reduced its Coca-Cola (KO) stake by 0.79% in Q3 2026, selling an estimated $2.6K and leaving 3,755 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #174.

Insight Advisors first reported a position in KO in Q4 2020 and has held it in 24 quarters since. The position peaked at $523K in Q1 2021. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Insight Advisors held 3,755 shares of Coca-Cola worth $323K as of Q3 2026.
  • Insight Advisors sold 30 Coca-Cola shares in Q3 2026, an estimated $2.6K.
  • Coca-Cola made up 0.06% of Insight Advisors's portfolio in Q3 2026, its #174 holding.
  • Insight Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Coca-Cola position peaked at $523K in Q1 2021.
  • 2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.