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

Insight Wealth Strategies’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 		$335K Buy
3,896
+200
+5% +$17.3K 0.03% 154
2026
Q2 		$300K Buy
3,696
+109
+3% +$8.61K 0.03% 154
2026
Q1 		$273K Buy
3,587
+3
+0.1% +$227 0.03% 157
2025
Q4 		$251K Buy
3,584
+220
+7% +$15.3K 0.03% 162
2025
Q3 		$223K Buy
3,364
+227
+7% +$15.6K 0.03% 167
2025
Q2 		$225K Buy
3,137
+243
+8% +$17.3K 0.03% 159
2025
Q1 		$207K Buy
+2,894
New +$193K 0.03% 155
2024
Q4 		– Sell
-2,798
Closed -$201K – 165
2024
Q3 		$201K Buy
+2,798
New +$192K 0.03% 158
2024
Q1 		– Sell
-35,069
Closed -$2.07M – 173
2023
Q4 		$2.07M Buy
35,069
+1,897
+6% +$108K 0.33% 63
2023
Q3 		$1.86M Buy
33,172
+2,755
+9% +$165K 0.36% 49
2023
Q2 		$1.83M Buy
30,417
+317
+1% +$19.7K 0.35% 51
2023
Q1 		$1.87M Sell
30,100
-79
-0.3% -$4.78K 0.37% 43
2022
Q4 		$1.92M Buy
30,179
+54
+0.2% +$3.26K 0.37% 39
2022
Q3 		$1.9M Hold
30,125
– – 0.35% 39
2022
Q2 		$1.9M Buy
30,125
+506
+2% +$32.1K 0.35% 39
2022
Q1 		$1.84M Buy
29,619
+3,297
+13% +$201K 0.27% 54
2021
Q4 		$1.56M Buy
26,322
+3,996
+18% +$223K 0.22% 65
2021
Q3 		$1.17M Buy
22,326
+1,301
+6% +$72.5K 0.16% 84
2021
Q2 		$1.14M Sell
21,025
-7,078
-25% -$385K 0.16% 81
2021
Q1 		$1.48M Buy
28,103
+11,347
+68% +$571K 0.2% 76
2020
Q4 		$919K Sell
16,756
-516
-3% -$26.7K 0.16% 77
2020
Q3 		$853K Buy
17,272
+1,485
+9% +$71.4K 0.16% 64
2020
Q2 		$705K Buy
15,787
+521
+3% +$24K 0.16% 61
2020
Q1 		$676K Sell
15,266
-4,426
-22% -$239K 0.18% 55
2019
Q4 		$1.09M Buy
19,692
+2,746
+16% +$148K 0.23% 76
2019
Q3 		$923K Buy
16,946
+2,431
+17% +$130K 0.22% 71
2019
Q2 		$739K Buy
14,515
+1,622
+13% +$79.5K 0.18% 80
2019
Q1 		$604K Buy
12,893
+2,678
+26% +$125K 0.17% 85
2018
Q4 		$484K Buy
+10,215
New +$489K 0.15% 86

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Insight Wealth Strategies's KO Position: Q3 2026 in Review

Insight Wealth Strategies increased its Coca-Cola (KO) stake by 5.4% in Q3 2026, buying an estimated $17.3K and bringing the position to 3,896 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #154.

Insight Wealth Strategies first reported a position in KO in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.07M in Q4 2023. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Insight Wealth Strategies held 3,896 shares of Coca-Cola worth $335K as of Q3 2026.
  • Insight Wealth Strategies bought 200 Coca-Cola shares in Q3 2026, an estimated $17.3K.
  • Coca-Cola made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #154 holding.
  • Insight Wealth Strategies first reported a position in Coca-Cola in Q4 2018 and has held it in 29 quarters since.
  • Insight Wealth Strategies's Coca-Cola position peaked at $2.07M in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.