Insight Inv LLC’s Coca-Cola KO Stock Holding History

Insight Inv LLC’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
2025 Q2	–	Sell	-12,978	Closed	-$110K	–	125
2025 Q1	$110K	Buy	+12,978	New	+$867K	0.08%	103
2022 Q3	–	Sell	-1,560	Closed	-$99K	–	134
2022 Q2	$99K	Buy	+1,560	New	+$98.9K	0.1%	91

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Insight Inv LLC's KO Position: Q2 2025 in Review

Insight Inv LLC sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 12,978 shares — an estimated $110K sold.

Insight Inv LLC first reported a position in KO in Q2 2022 and held it in 2 quarters. The position peaked at $110K in Q1 2025. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Insight Inv LLC reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Insight Inv LLC sold 12,978 Coca-Cola shares in Q2 2025, an estimated $110K.
Insight Inv LLC first reported a position in Coca-Cola in Q2 2022 and held it in 2 quarters.
Insight Inv LLC's Coca-Cola position peaked at $110K in Q1 2025.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Insight Inv LLC's 13F filing for Q2 2025, filed 24 Jul 2025.