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71 West Capital Partners’s Coca-Cola KO Stock Holding History

71 West Capital Partners’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 		$1.67M Buy
20,518
+5,226
+34% +$413K 0.06% 94
2026
Q1 		$1.16M Buy
15,292
+1,271
+9% +$96.1K 0.05% 90
2025
Q4 		$980K Buy
+14,021
New +$977K 0.05% 88

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

71 West Capital Partners's KO Position: Q2 2026 in Review

71 West Capital Partners increased its Coca-Cola (KO) stake by 34% in Q2 2026, buying an estimated $413K and bringing the position to 20,518 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #94.

71 West Capital Partners first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • 71 West Capital Partners held 20,518 shares of Coca-Cola worth $1.67M as of Q2 2026.
  • 71 West Capital Partners bought 5,226 Coca-Cola shares in Q2 2026, an estimated $413K.
  • Coca-Cola made up 0.06% of 71 West Capital Partners's portfolio in Q2 2026, its #94 holding.
  • 71 West Capital Partners first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.