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West Family Investments’s Coca-Cola KO Stock Holding History

West Family Investments’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
Q1 		$1.47M Sell
19,295
-3,817
-17% -$289K 0.51% 33
2025
Q4 		$1.62M Sell
23,112
-3,558
-13% -$248K 0.38% 47
2025
Q3 		$1.77M Buy
26,670
+1,687
+7% +$116K 0.4% 42
2025
Q2 		$1.77M Buy
24,983
+6,488
+35% +$462K 0.46% 35
2025
Q1 		$1.32M Buy
18,495
+2,741
+17% +$183K 0.5% 38
2024
Q4 		$981K Buy
15,754
+2,076
+15% +$136K 0.34% 57
2024
Q3 		$983K Buy
13,678
+1,001
+8% +$68.5K 0.33% 61
2024
Q2 		$807K Buy
12,677
+102
+0.8% +$6.31K 0.24% 77
2024
Q1 		$769K Buy
12,575
+368
+3% +$22.1K 0.24% 78
2023
Q4 		$719K Buy
12,207
+1,385
+13% +$78.7K 0.24% 78
2023
Q3 		$606K Sell
10,822
-2,270
-17% -$136K 0.21% 88
2023
Q2 		$788K Buy
+13,092
New +$814K 0.31% 72
2023
Q1 		– Sell
-56,645
Closed -$3.6M – 252
2022
Q4 		$3.6M Buy
56,645
+330
+0.6% +$19.9K 1.23% 21
2022
Q3 		$3.15M Sell
56,315
-51
-0.1% -$3.17K 1.31% 18
2022
Q2 		$3.55M Buy
56,366
+467
+0.8% +$29.6K 1.4% 17
2022
Q1 		$3.47M Hold
55,899
– – 0.99% 21
2021
Q4 		$3.31M Sell
55,899
-1,749
-3% -$97.4K 0.9% 20
2021
Q3 		$3.02M Buy
57,648
+1,656
+3% +$92.3K 0.79% 20
2021
Q2 		$3.03M Buy
+55,992
New +$3.05M 0.82% 16

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Family Investments's KO Position: Q1 2026 in Review

West Family Investments reduced its Coca-Cola (KO) stake by 17% in Q1 2026, selling an estimated $289K and leaving 19,295 shares worth $1.47M. The position accounts for 0.51% of the portfolio, ranked #33.

West Family Investments first reported a position in KO in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.6M in Q4 2022. 3,556 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • West Family Investments held 19,295 shares of Coca-Cola worth $1.47M as of Q1 2026.
  • West Family Investments sold 3,817 Coca-Cola shares in Q1 2026, an estimated $289K.
  • Coca-Cola made up 0.51% of West Family Investments's portfolio in Q1 2026, its #33 holding.
  • West Family Investments first reported a position in Coca-Cola in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Coca-Cola position peaked at $3.6M in Q4 2022.
  • 3,556 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.