West Oak Capital’s Coca-Cola KO Stock Holding History

West Oak 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
2025 Q3	$3.91K	Hold	5,892	–	–	0.16%	88
2025 Q2	$4.17K	Hold	5,892	–	–	0.16%	88
2025 Q1	$4.22K	Hold	5,892	–	–	0.16%	84
2024 Q4	$3.67M	Hold	5,892	–	–	0.13%	91
2024 Q3	$4.23K	Hold	5,892	–	–	0.08%	84
2024 Q2	$375K	Hold	5,892	–	–	0.15%	87
2024 Q1	$360K	Hold	5,892	–	–	0.15%	92
2023 Q4	$356K	Sell	5,892 -400	-6%	-$22.7K	0.17%	89
2023 Q3	$352K	Hold	6,292	–	–	0.17%	89
2023 Q2	$379K	Hold	6,292	–	–	0.18%	89
2023 Q1	$390K	Hold	6,292	–	–	0.2%	89
2022 Q4	$400K	Hold	6,292	–	–	0.21%	83
2022 Q3	$352K	Sell	6,292 -55	-0.9%	-$3.42K	0.19%	87
2022 Q2	$399K	Hold	6,347	–	–	0.21%	87
2022 Q1	$394K	Hold	6,347	–	–	0.18%	95
2021 Q4	$376K	Hold	6,347	–	–	0.14%	103
2021 Q3	$333K	Hold	6,347	–	–	0.13%	108
2021 Q2	$343K	Hold	6,347	–	–	0.14%	105
2021 Q1	$335K	Sell	6,347 -215	-3%	-$10.8K	0.14%	99
2020 Q4	$360K	Buy	6,562 +112	+2%	+$5.79K	0.17%	92
2020 Q3	$318K	Hold	6,450	–	–	0.17%	88
2020 Q2	$288K	Hold	6,450	–	–	0.16%	90
2020 Q1	$285K	Hold	6,450	–	–	0.2%	86
2019 Q4	$357K	Hold	6,450	–	–	0.2%	88
2019 Q3	$351K	Sell	6,450 -600	-9%	-$32.1K	0.21%	82
2019 Q2	$359K	Sell	7,050 -100	-1%	-$4.9K	0.21%	85
2019 Q1	$335K	Hold	7,150	–	–	0.21%	90
2018 Q4	$339K	Hold	7,150	–	–	0.24%	88
2018 Q3	$330K	Hold	7,150	–	–	0.19%	95
2018 Q2	$314K	Buy	7,150 +1,000	+16%	+$43.2K	0.19%	95
2018 Q1	$267K	Hold	6,150	–	–	0.16%	102
2017 Q4	$282K	Hold	6,150	–	–	0.17%	98
2017 Q3	$277K	Hold	6,150	–	–	0.16%	107
2017 Q2	$276K	Hold	6,150	–	–	0.17%	106
2017 Q1	$261K	Hold	6,150	–	–	0.16%	103
2016 Q4	$255K	Hold	6,150	–	–	0.17%	100
2016 Q3	$260K	Hold	6,150	–	–	0.18%	101
2016 Q2	$279K	Hold	6,150	–	–	0.2%	96
2016 Q1	$285K	Sell	6,150 -1,200	-16%	-$52.2K	0.22%	92
2015 Q4	$316K	Hold	7,350	–	–	0.25%	90
2015 Q3	$295K	Hold	7,350	–	–	0.24%	90
2015 Q2	$288K	Hold	7,350	–	–	0.21%	90
2015 Q1	$298K	Buy	7,350 +790	+12%	+$33K	0.22%	89
2014 Q4	$277K	Buy	6,560 +660	+11%	+$28.2K	0.2%	89
2014 Q3	$252K	Sell	5,900 -290	-5%	-$12K	0.19%	92
2014 Q2	$262K	Sell	6,190 -100	-2%	-$4.06K	0.19%	90
2014 Q1	$243K	Sell	6,290 -340	-5%	-$13.1K	0.18%	93
2013 Q4	$274K	Hold	6,630	–	–	0.2%	83
2013 Q3	$251K	Buy	6,630 +150	+2%	+$5.93K	0.2%	85
2013 Q2	$260K	Buy	+6,480	New	+$268K	0.22%	84

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Oak Capital's KO Position: Q3 2025 in Review

West Oak Capital held its Coca-Cola (KO) position steady in Q3 2025 at 5,892 shares worth $3.91K. The position accounts for 0.16% of the portfolio, ranked #88.

West Oak Capital first reported a position in KO in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.67M in Q4 2024. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

West Oak Capital held 5,892 shares of Coca-Cola worth $3.91K as of Q3 2025.
West Oak Capital left its Coca-Cola share count unchanged in Q3 2025.
Coca-Cola made up 0.16% of West Oak Capital's portfolio in Q3 2025, its #88 holding.
West Oak Capital first reported a position in Coca-Cola in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Coca-Cola position peaked at $3.67M in Q4 2024.
3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.