Insigneo Advisory Services’s Coca-Cola KO Stock Holding History

Insigneo Advisory Services’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 Q2	$4.23M	Buy	52,032 +5,199	+11%	+$411K	0.16%	100
2026 Q1	$3.56M	Buy	46,833 +6,172	+15%	+$467K	0.25%	68
2025 Q4	$2.84M	Sell	40,661 -6,644	-14%	-$463K	0.2%	89
2025 Q3	$3.14M	Sell	47,305 -2,084	-4%	-$143K	0.22%	82
2025 Q2	$3.49M	Buy	49,389 +3,066	+7%	+$218K	0.3%	56
2025 Q1	$3.32M	Buy	46,323 +2,428	+6%	+$162K	0.34%	49
2024 Q4	$2.73M	Sell	43,895 -4,155	-9%	-$271K	0.28%	67
2024 Q3	$3.45M	Buy	48,050 +5,223	+12%	+$358K	0.35%	51
2024 Q2	$2.92M	Sell	42,827 -2,551	-6%	-$158K	0.33%	55
2024 Q1	$2.8M	Sell	45,378 -1,438	-3%	-$86.4K	0.33%	56
2023 Q4	$2.76M	Buy	46,816 +5,133	+12%	+$292K	0.39%	49
2023 Q3	$2.35M	Buy	41,683 +4,527	+12%	+$272K	0.48%	44
2023 Q2	$2.25M	Buy	37,156 +16,545	+80%	+$1.03M	0.43%	47
2023 Q1	$1.29M	Buy	20,611 +1,739	+9%	+$105K	0.41%	52
2022 Q4	$1.2M	Buy	+18,872	New	+$1.14M	0.45%	47

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Insigneo Advisory Services's KO Position: Q2 2026 in Review

Insigneo Advisory Services increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $411K and bringing the position to 52,032 shares worth $4.23M. The position accounts for 0.16% of the portfolio, ranked #100.

Insigneo Advisory Services first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Insigneo Advisory Services held 52,032 shares of Coca-Cola worth $4.23M as of Q2 2026.
Insigneo Advisory Services bought 5,199 Coca-Cola shares in Q2 2026, an estimated $411K.
Coca-Cola made up 0.16% of Insigneo Advisory Services's portfolio in Q2 2026, its #100 holding.
Insigneo Advisory Services first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.