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Insight Wealth Partners’s Coca-Cola KO Stock Holding History

Insight Wealth Partners’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 		$263K Buy
3,452
+4
+0.1% +$302 0.04% 106
2025
Q4 		$241K Buy
3,448
+93
+3% +$6.48K 0.03% 103
2025
Q3 		$222K Sell
3,355
-25
-0.7% -$1.72K 0.07% 110
2025
Q2 		$239K Buy
+3,380
New +$241K 0.09% 98

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 Wealth Partners's KO Position: Q1 2026 in Review

Insight Wealth Partners increased its Coca-Cola (KO) stake by 0.12% in Q1 2026, buying an estimated $302 and bringing the position to 3,452 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #106.

Insight Wealth Partners first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Insight Wealth Partners held 3,452 shares of Coca-Cola worth $263K as of Q1 2026.
  • Insight Wealth Partners bought 4 Coca-Cola shares in Q1 2026, an estimated $302.
  • Coca-Cola made up 0.04% of Insight Wealth Partners's portfolio in Q1 2026, its #106 holding.
  • Insight Wealth Partners first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.