WBC
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West Branch Capital’s Coca-Cola KO Stock Holding History

West Branch Capital’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 		$3.98M Buy
48,958
+590
+1% +$46.6K 0.92% 32
2026
Q1 		$3.68M Buy
48,368
+2,117
+5% +$160K 0.98% 27
2025
Q4 		$3.23M Buy
46,251
+1,419
+3% +$98.9K 0.83% 28
2025
Q3 		$2.97M Buy
44,832
+1,902
+4% +$131K 0.78% 30
2025
Q2 		$3.04M Buy
42,930
+1,995
+5% +$142K 0.9% 29
2025
Q1 		$2.93M Buy
40,935
+5,128
+14% +$342K 0.98% 27
2024
Q4 		$2.23M Buy
35,807
+4,835
+16% +$316K 0.71% 30
2024
Q3 		$2.23M Buy
30,972
+1,454
+5% +$99.6K 0.77% 28
2024
Q2 		$1.88M Buy
29,518
+1,135
+4% +$70.3K 0.7% 28
2024
Q1 		$1.74M Buy
28,383
+2,523
+10% +$152K 0.7% 31
2023
Q4 		$1.52M Buy
25,860
+903
+4% +$51.3K 0.72% 30
2023
Q3 		$1.4M Buy
24,957
+875
+4% +$52.5K 0.73% 31
2023
Q2 		$1.45M Buy
24,082
+182
+0.8% +$11.3K 0.72% 30
2023
Q1 		$1.48M Sell
23,900
-219
-0.9% -$13.3K 0.83% 27
2022
Q4 		$1.53M Buy
24,119
+212
+0.9% +$12.8K 0.95% 28
2022
Q3 		$1.34M Buy
23,907
+482
+2% +$30K 0.83% 32
2022
Q2 		$1.47M Buy
23,425
+160
+0.7% +$10.1K 0.85% 31
2022
Q1 		$1.44M Buy
23,265
+84
+0.4% +$5.11K 0.69% 37
2021
Q4 		$1.37M Buy
23,181
+511
+2% +$28.5K 0.58% 40
2021
Q3 		$1.19M Buy
22,670
+243
+1% +$13.5K 0.57% 39
2021
Q2 		$1.21M Buy
22,427
+1,280
+6% +$69.6K 0.6% 41
2021
Q1 		$1.11M Sell
21,147
-1,137
-5% -$57.2K 0.65% 40
2020
Q4 		$1.22M Buy
22,284
+711
+3% +$36.8K 0.72% 36
2020
Q3 		$1.06M Sell
21,573
-291
-1% -$14K 0.68% 38
2020
Q2 		$977K Buy
21,864
+8,991
+70% +$414K 0.69% 39
2020
Q1 		$570K Buy
12,873
+185
+1% +$9.99K 0.54% 44
2019
Q4 		$702K Buy
+12,688
New +$682K 0.49% 54

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

West Branch Capital's KO Position: Q2 2026 in Review

West Branch Capital increased its Coca-Cola (KO) stake by 1.2% in Q2 2026, buying an estimated $46.6K and bringing the position to 48,958 shares worth $3.98M. The position accounts for 0.92% of the portfolio, ranked #32.

West Branch Capital first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • West Branch Capital held 48,958 shares of Coca-Cola worth $3.98M as of Q2 2026.
  • West Branch Capital bought 590 Coca-Cola shares in Q2 2026, an estimated $46.6K.
  • Coca-Cola made up 0.92% of West Branch Capital's portfolio in Q2 2026, its #32 holding.
  • West Branch Capital first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.