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Insight Folios’s Coca-Cola KO Stock Holding History

Insight Folios’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
2024
Q3 		$452K Buy
6,294
+89
+1% +$6.09K 0.16% 69
2024
Q2 		$395K Buy
6,205
+31
+0.5% +$1.92K 0.16% 70
2024
Q1 		$378K Sell
6,174
-369
-6% -$22.2K 0.15% 71
2023
Q4 		$386K Sell
6,543
-59
-0.9% -$3.35K 0.17% 70
2023
Q3 		$370K Buy
6,602
+472
+8% +$28.3K 0.18% 66
2023
Q2 		$369K Sell
6,130
-75
-1% -$4.67K 0.15% 74
2023
Q1 		$385K Sell
6,205
-12
-0.2% -$727 0.17% 56
2022
Q4 		$395K Buy
6,217
+214
+4% +$12.9K 0.18% 57
2022
Q3 		$336K Buy
6,003
+265
+5% +$16.5K 0.17% 57
2022
Q2 		$361K Sell
5,738
-1
-0% -$63 0.17% 69
2022
Q1 		$356K Buy
5,739
+597
+12% +$36.3K 0.16% 78
2021
Q4 		$304K Buy
5,142
+257
+5% +$14.3K 0.14% 105
2021
Q3 		$256K Buy
4,885
+633
+15% +$35.3K 0.14% 99
2021
Q2 		$230K Buy
+4,252
New +$231K 0.14% 74

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Insight Folios's KO Position: Q3 2024 in Review

Insight Folios increased its Coca-Cola (KO) stake by 1.4% in Q3 2024, buying an estimated $6.09K and bringing the position to 6,294 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #69.

Insight Folios first reported a position in KO in Q2 2021 and has held it in 14 quarters since. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Insight Folios held 6,294 shares of Coca-Cola worth $452K as of Q3 2024.
  • Insight Folios bought 89 Coca-Cola shares in Q3 2024, an estimated $6.09K.
  • Coca-Cola made up 0.16% of Insight Folios's portfolio in Q3 2024, its #69 holding.
  • Insight Folios first reported a position in Coca-Cola in Q2 2021 and has held it in 14 quarters since.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.