WFAG
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Wescott Financial Advisory Group’s Coca-Cola KO Stock Holding History

Wescott Financial Advisory Group’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 		$659K Sell
8,105
-902
-10% -$71.2K 0.05% 120
2026
Q1 		$685K Buy
9,007
+1,199
+15% +$90.6K 0.06% 121
2025
Q4 		$546K Buy
7,808
+241
+3% +$16.8K 0.05% 123
2025
Q3 		$502K Buy
7,567
+856
+13% +$58.9K 0.05% 119
2025
Q2 		$475K Sell
6,711
-179
-3% -$12.8K 0.05% 122
2025
Q1 		$493K Buy
6,890
+132
+2% +$8.82K 0.05% 111
2024
Q4 		$421K Buy
6,758
+603
+10% +$39.4K 0.04% 124
2024
Q3 		$442K Sell
6,155
-22
-0.4% -$1.51K 0.05% 124
2024
Q2 		$393K Buy
6,177
+45
+0.7% +$2.79K 0.05% 125
2024
Q1 		$375K Sell
6,132
-132
-2% -$7.93K 0.05% 122
2023
Q4 		$369K Hold
6,264
– – 0.05% 119
2023
Q3 		$351K Hold
6,264
– – 0.06% 116
2023
Q2 		$377K Sell
6,264
-305
-5% -$19K 0.07% 115
2023
Q1 		$407K Buy
6,569
+447
+7% +$27.1K 0.09% 105
2022
Q4 		$389K Buy
6,122
+48
+0.8% +$2.9K 0.08% 105
2022
Q3 		$340K Buy
6,074
+50
+0.8% +$3.11K 0.09% 106
2022
Q2 		$379K Sell
6,024
-13
-0.2% -$824 0.1% 93
2022
Q1 		$374K Buy
6,037
+60
+1% +$3.65K 0.1% 95
2021
Q4 		$354K Sell
5,977
-368
-6% -$20.5K 0.18% 51
2021
Q3 		$333K Buy
6,345
+189
+3% +$10.5K 0.19% 50
2021
Q2 		$349K Buy
6,156
+123
+2% +$6.69K 0.21% 47
2021
Q1 		$318K Buy
6,033
+83
+1% +$4.18K 0.21% 47
2020
Q4 		$326K Buy
+5,950
New +$308K 0.23% 42

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

Wescott Financial Advisory Group's KO Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Coca-Cola (KO) stake by 10% in Q2 2026, selling an estimated $71.2K and leaving 8,105 shares worth $659K. The position accounts for 0.05% of the portfolio, ranked #120.

Wescott Financial Advisory Group first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $685K in Q1 2026. 3,639 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wescott Financial Advisory Group held 8,105 shares of Coca-Cola worth $659K as of Q2 2026.
  • Wescott Financial Advisory Group sold 902 Coca-Cola shares in Q2 2026, an estimated $71.2K.
  • Coca-Cola made up 0.05% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #120 holding.
  • Wescott Financial Advisory Group first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Wescott Financial Advisory Group's Coca-Cola position peaked at $685K in Q1 2026.
  • 3,639 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.