Financial Insights, Inc.

Position in KO — Coca Cola Co

CIK 1642058 TACOMA, WA

Position in KO

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$443,523

+$23,994 QoQ

Shares Held

5,832

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

Financial Insights, Inc. holds $660,903 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	KO	Coca Cola Co This page	5,832	$443,523
2	MNST	Monster Beverage Corp	6,000	$217,380

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$443,523	5,832	-2.8%	Shares	Sole	2026-05-19
2025-12-31	$419,529	6,001	+9.8%	Shares	Sole	2026-04-01
2025-09-30	$362,571	5,467	+14.5%	Shares	Sole	2026-04-01
2025-06-30	$337,760	4,774	+0.6%	Shares	Sole	2025-07-22
2025-03-31	$339,765	4,744	+12.4%	Shares	Sole	2025-04-25
2024-12-31	$262,737	4,220	-8.8%	Shares	Sole	2025-03-05
2024-09-30	$332,639	4,629	-0.2%	Shares	Sole	2024-10-22
2024-06-30	$295,208	4,638	+1.6%	Shares	Sole	2024-07-16
2024-03-31	$279,164	4,563	0.0%	Shares	Sole	2024-04-25
2023-12-31	$268,897	4,563	+0.7%	Shares	Sole	2024-01-25
2023-09-30	$253,589	4,530	-2.3%	Shares	Sole	2023-12-07
2023-06-30	$279,119	4,635	+0.7%	Shares	Sole	2024-01-25
2023-03-31	$285,462	4,602	0.0%	Shares	Sole	2023-04-18
2022-12-31	$292,733	4,602	+8.5%	Shares	Sole	2023-02-10
2022-09-30	$237,524	4,240	-2.4%	Shares	Sole	2022-10-27
2022-06-30	$273,406	4,346	+0.7%	Shares	Sole	2022-08-03
2022-03-31	$267,654	4,317	0.0%	Shares	Sole	2022-05-11
2021-12-31	$255,609	4,317	+0.7%	Shares	Sole	2022-02-09
2021-09-30	$224,886	4,286	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.