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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
2021
Q1 		– Sell
-444
Closed -$276 – 93
2020
Q4 		$276 Buy
+444
New +$23K 0.08% 108

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VCM
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Family Investments's KO Position: Q2 2026 in Review

West Family Investments increased its Coca-Cola (KO) stake by 8.9% in Q2 2026, buying an estimated $135K and bringing the position to 21,005 shares worth $1.71M. The position accounts for 0.49% of the portfolio, ranked #27.

West Family Investments first reported a position in KO in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.6M in Q4 2022. 3,121 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • West Family Investments held 21,005 shares of Coca-Cola worth $1.71M as of Q2 2026.
  • West Family Investments bought 1,710 Coca-Cola shares in Q2 2026, an estimated $135K.
  • Coca-Cola made up 0.49% of West Family Investments's portfolio in Q2 2026, its #27 holding.
  • West Family Investments first reported a position in Coca-Cola in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Coca-Cola position peaked at $3.6M in Q4 2022.
  • 3,121 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.