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 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 $263B AUM 16.68% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Insigneo Advisory Services's KO Position: Q1 2026 in Review

Insigneo Advisory Services increased its Coca-Cola (KO) stake by 15% in Q1 2026, buying an estimated $467K and bringing the position to 46,833 shares worth $3.56M. The position accounts for 0.25% of the portfolio, ranked #68.

Insigneo Advisory Services first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Insigneo Advisory Services held 46,833 shares of Coca-Cola worth $3.56M as of Q1 2026.
Insigneo Advisory Services bought 6,172 Coca-Cola shares in Q1 2026, an estimated $467K.
Coca-Cola made up 0.25% of Insigneo Advisory Services's portfolio in Q1 2026, its #68 holding.
Insigneo Advisory Services first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.