WESPAC Advisors SoCal’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.17M | Sell |
88,192
-731
| -0.8% | -$57.7K | 1.28% | 27 |
|
|
2026
Q1 | $6.76M | Sell |
88,923
-797
| -0.9% | -$60.3K | 1.44% | 26 |
|
|
2025
Q4 | $6.27M | Buy |
89,720
+610
| +0.7% | +$42.5K | 1.26% | 30 |
|
|
2025
Q3 | $5.91M | Sell |
89,110
-2,357
| -3% | -$162K | 1.2% | 34 |
|
|
2025
Q2 | $6.47M | Buy |
91,467
+23,126
| +34% | +$1.65M | 1.44% | 28 |
|
|
2025
Q1 | $4.89M | Buy |
68,341
+5,497
| +9% | +$367K | 1.27% | 29 |
|
|
2024
Q4 | $3.91M | Sell |
62,844
-2,157
| -3% | -$141K | 0.89% | 34 |
|
|
2024
Q3 | $4.67M | Sell |
65,001
-629
| -1% | -$43.1K | 1.08% | 32 |
|
|
2024
Q2 | $4.18M | Sell |
65,630
-4,568
| -7% | -$283K | 1.05% | 32 |
|
|
2024
Q1 | $4.29M | Sell |
70,198
-69,461
| -50% | -$4.17M | 1.12% | 33 |
|
|
2023
Q4 | $8.23M | Sell |
139,659
-2,873
| -2% | -$163K | 2.4% | 14 |
|
|
2023
Q3 | $7.98M | Sell |
142,532
-1,092
| -0.8% | -$65.5K | 2.7% | 10 |
|
|
2023
Q2 | $8.65M | Buy |
143,624
+2
| +0% | +$124 | 2.96% | 10 |
|
|
2023
Q1 | $8.91M | Sell |
143,622
-6
| -0% | -$363 | 3.07% | 9 |
|
|
2022
Q4 | $9.14M | Buy |
143,628
+2,481
| +2% | +$150K | 3.4% | 6 |
|
|
2022
Q3 | $8.45M | Sell |
141,147
-1,424
| -1% | -$88.5K | 3.53% | 8 |
|
|
2022
Q2 | $8.97M | Sell |
142,571
-881
| -0.6% | -$55.8K | 3.43% | 8 |
|
|
2022
Q1 | $8.89M | Sell |
143,452
-2,611
| -2% | -$159K | 2.74% | 12 |
|
|
2021
Q4 | $8.85M | Sell |
146,063
-1,165
| -0.8% | -$64.9K | 2.7% | 15 |
|
|
2021
Q3 | $7.82M | Buy |
147,228
+5,323
| +4% | +$297K | 2.55% | 13 |
|
|
2021
Q2 | $7.68M | Buy |
141,905
+2,195
| +2% | +$119K | 2.55% | 20 |
|
|
2021
Q1 | $7.36M | Buy |
139,710
+39,966
| +40% | +$2.01M | 2.89% | 13 |
|
|
2020
Q4 | $5.47M | Buy |
99,744
+5,775
| +6% | +$299K | 2.17% | 20 |
|
|
2020
Q3 | $4.78M | Sell |
93,969
-7,131
| -7% | -$343K | 2.27% | 20 |
|
|
2020
Q2 | $4.57M | Buy |
+101,100
| New | +$4.66M | 2.11% | 24 |
|
|
2019
Q2 | – | Sell |
-325
| Closed | -$15K | – | 197 |
|
|
2019
Q1 | $15K | Hold |
325
| – | – | 0.01% | 200 |
|
|
2018
Q4 | $15K | Hold |
325
| – | – | 0.01% | 207 |
|
|
2018
Q3 | $15K | Buy |
+325
| New | +$14.8K | 0.01% | 213 |
|
|
2018
Q2 | – | Sell |
-567
| Closed | -$24K | – | 177 |
|
|
2018
Q1 | $24K | Buy |
+567
| New | +$25.5K | 0.01% | 151 |
|
|
2017
Q2 | – | Sell |
-1,400
| Closed | -$59.4K | – | 247 |
|
|
2017
Q1 | $59.4K | Hold |
1,400
| – | – | 0.04% | 112 |
|
|
2016
Q4 | $58K | Sell |
1,400
-400
| -22% | -$16.6K | 0.04% | 112 |
|
|
2016
Q3 | $76.2K | Hold |
1,800
| – | – | 0.05% | 103 |
|
|
2016
Q2 | $81.6K | Sell |
1,800
-178
| -9% | -$8.04K | 0.05% | 102 |
|
|
2016
Q1 | $91.8K | Hold |
1,978
| – | – | 0.07% | 93 |
|
|
2015
Q4 | $84K | Buy |
+1,978
| New | +$83.9K | 0.06% | 107 |
|
Other funds holding KO
RG
ECSS
AIM
FOFI
GAM
WESPAC Advisors SoCal's KO Position: Q2 2026 in Review
WESPAC Advisors SoCal reduced its Coca-Cola (KO) stake by 0.82% in Q2 2026, selling an estimated $57.7K and leaving 88,192 shares worth $7.17M. The position accounts for 1.28% of the portfolio, ranked #27.
WESPAC Advisors SoCal first reported a position in KO in Q4 2015 and has held it in 35 quarters since. The position peaked at $9.14M in Q4 2022. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- WESPAC Advisors SoCal held 88,192 shares of Coca-Cola worth $7.17M as of Q2 2026.
- WESPAC Advisors SoCal sold 731 Coca-Cola shares in Q2 2026, an estimated $57.7K.
- Coca-Cola made up 1.28% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #27 holding.
- WESPAC Advisors SoCal first reported a position in Coca-Cola in Q4 2015 and has held it in 35 quarters since.
- WESPAC Advisors SoCal's Coca-Cola position peaked at $9.14M in Q4 2022.
- 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.