West Financial Advisors’s Coca-Cola KO Stock Holding History

West Financial Advisors’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	$86.6K	Hold	1,065	–	–	0.01%	90
2026 Q1	$81K	Hold	1,065	–	–	0.01%	80
2025 Q4	$74.5K	Hold	1,065	–	–	0.01%	86
2025 Q3	$70.6K	Sell	1,065 -114	-10%	-$7.85K	0.01%	91
2025 Q2	$83.4K	Hold	1,179	–	–	0.01%	84
2025 Q1	$84.4K	Hold	1,179	–	–	0.02%	82
2024 Q4	$73.4K	Buy	1,179 +1,065	+934%	+$69.5K	0.01%	85
2024 Q3	$8.19K	Hold	114	–	–	﹤0.01%	158
2024 Q2	$7.26K	Hold	114	–	–	﹤0.01%	131
2024 Q1	$6.97K	Hold	114	–	–	﹤0.01%	130
2023 Q4	$6.72K	Hold	114	–	–	﹤0.01%	134
2023 Q3	$6.38K	Hold	114	–	–	﹤0.01%	147
2023 Q2	$6.87K	Buy	+114	New	+$7.09K	﹤0.01%	137
2022 Q4	–	Sell	-750	Closed	-$42K	–	186
2022 Q3	$42K	Hold	750	–	–	0.01%	103
2022 Q2	$47K	Hold	750	–	–	0.01%	100
2022 Q1	$47K	Hold	750	–	–	0.01%	105
2021 Q4	$44K	Hold	750	–	–	0.01%	113
2021 Q3	$39K	Hold	750	–	–	0.01%	106
2021 Q2	$41K	Hold	750	–	–	0.01%	97
2021 Q1	$40K	Hold	750	–	–	0.01%	95
2020 Q4	$41K	Buy	+750	New	+$38.8K	0.01%	92

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

West Financial Advisors's KO Position: Q2 2026 in Review

West Financial Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 1,065 shares worth $86.6K. The position accounts for 0.01% of the portfolio, ranked #90.

West Financial Advisors first reported a position in KO in Q4 2020 and has held it in 21 quarters since. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

West Financial Advisors held 1,065 shares of Coca-Cola worth $86.6K as of Q2 2026.
West Financial Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #90 holding.
West Financial Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.