MIFH
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Migdal Insurance & Financial Holdings’s Coca-Cola KO Stock Holding History

Migdal Insurance & Financial Holdings’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 		$99.4K Buy
1,307
+698
+115% +$52.8K ﹤0.01% 245
2025
Q4 		$43K Sell
609
-715
-54% -$49.8K ﹤0.01% 287
2025
Q3 		$88K Sell
1,324
-2,629
-67% -$181K ﹤0.01% 243
2025
Q2 		$280K Sell
3,953
-470
-11% -$33.5K ﹤0.01% 199
2025
Q1 		$317K Sell
4,423
-16
-0.4% -$1.07K ﹤0.01% 197
2024
Q4 		$276K Sell
4,439
-695
-14% -$45.4K ﹤0.01% 196
2024
Q3 		$369K Sell
5,134
-458
-8% -$31.4K 0.01% 185
2024
Q2 		$356K Sell
5,592
-201
-3% -$12.4K 0.01% 194
2024
Q1 		$354K Buy
5,793
+276
+5% +$16.6K 0.01% 191
2023
Q4 		$325K Buy
5,517
+675
+14% +$38.3K 0.01% 208
2023
Q3 		$271K Sell
4,842
-521
-10% -$31.2K 0.01% 213
2023
Q2 		$323K Sell
5,363
-372
-6% -$23.1K 0.01% 205
2023
Q1 		$356K Sell
5,735
-189
-3% -$11.4K 0.01% 204
2022
Q4 		$377K Buy
5,924
+611
+12% +$36.9K 0.01% 186
2022
Q3 		$298K Buy
5,313
+478
+10% +$29.7K 0.01% 197
2022
Q2 		$303K Sell
4,835
-6,406
-57% -$406K 0.01% 210
2022
Q1 		$699K Buy
11,241
+6,406
+132% +$390K 0.01% 210
2021
Q4 		$285K Sell
4,835
-6,867
-59% -$382K ﹤0.01% 270
2021
Q3 		$616K Buy
11,702
+1,397
+14% +$77.9K 0.01% 235
2021
Q2 		$557K Hold
10,305
– – 0.01% 264
2021
Q1 		$543K Buy
10,305
+9,300
+925% +$468K 0.01% 311
2020
Q4 		$55K Buy
+1,005
New +$52K ﹤0.01% 508
2020
Q3 		– Sell
-927
Closed -$41K – 732
2020
Q2 		$41K Sell
927
-95
-9% -$4.38K ﹤0.01% 571
2020
Q1 		$45K Sell
1,022
-1,048
-51% -$56.6K ﹤0.01% 500
2019
Q4 		$115K Sell
2,070
-4,379
-68% -$235K ﹤0.01% 506
2019
Q3 		$351K Buy
6,449
+613
+11% +$32.8K 0.01% 382
2019
Q2 		$297K Buy
5,836
+3,181
+120% +$156K 0.01% 389
2019
Q1 		$124K Sell
2,655
-3,371
-56% -$158K ﹤0.01% 483
2018
Q4 		$285K Sell
6,026
-5,760
-49% -$276K 0.01% 320
2018
Q3 		$544K Sell
11,786
-180
-2% -$8.22K 0.01% 360
2018
Q2 		$525K Buy
11,966
+2,703
+29% +$117K 0.01% 309
2018
Q1 		$402K Sell
9,263
-39
-0.4% -$1.75K 0.01% 288
2017
Q4 		$427K Buy
9,302
+69
+0.7% +$3.17K 0.01% 246
2017
Q3 		$416K Sell
9,233
-1,031
-10% -$46.9K 0.01% 240
2017
Q2 		$460K Sell
10,264
-2,280
-18% -$101K 0.01% 211
2017
Q1 		$534K Sell
12,544
-1,708
-12% -$71.2K 0.01% 218
2016
Q4 		$593K Buy
+14,252
New +$593K 0.02% 192

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

Migdal Insurance & Financial Holdings's KO Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings increased its Coca-Cola (KO) stake by 115% in Q1 2026, buying an estimated $52.8K and bringing the position to 1,307 shares worth $99.4K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Migdal Insurance & Financial Holdings first reported a position in KO in Q4 2016 and has held it in 37 quarters since. The position peaked at $699K in Q1 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Migdal Insurance & Financial Holdings held 1,307 shares of Coca-Cola worth $99.4K as of Q1 2026.
  • Migdal Insurance & Financial Holdings bought 698 Coca-Cola shares in Q1 2026, an estimated $52.8K.
  • Coca-Cola made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #245 holding.
  • Migdal Insurance & Financial Holdings first reported a position in Coca-Cola in Q4 2016 and has held it in 37 quarters since.
  • Migdal Insurance & Financial Holdings's Coca-Cola position peaked at $699K in Q1 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.