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

West Paces 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	$10.7M	Buy	131,783 +21,929	+20%	+$1.73M	1.8%	11
2026 Q1	$8.35M	Sell	109,854 -37,493	-25%	-$2.83M	1.62%	11
2025 Q4	$10.3M	Sell	147,347 -2,426	-2%	-$169K	1.99%	11
2025 Q3	$9.93M	Sell	149,773 -6,525	-4%	-$449K	1.98%	11
2025 Q2	$11.1M	Buy	156,298 +252	+0.2%	+$18K	2.35%	11
2025 Q1	$11.2M	Buy	156,046 +7,519	+5%	+$502K	2.55%	10
2024 Q4	$9.25M	Sell	148,527 -482	-0.3%	-$31.5K	2.26%	10
2024 Q3	$10.7M	Sell	149,009 -27,181	-15%	-$1.86M	2.62%	10
2024 Q2	$11.2M	Sell	176,190 -5,485	-3%	-$340K	2.92%	10
2024 Q1	$11.1M	Sell	181,675 -6,853	-4%	-$412K	2.93%	8
2023 Q4	$11.1M	Sell	188,528 -1,552	-0.8%	-$88.2K	3.12%	8
2023 Q3	$10.6M	Buy	190,080 +3,845	+2%	+$231K	3.33%	8
2023 Q2	$11.2M	Sell	186,235 -4,859	-3%	-$302K	3.3%	7
2023 Q1	$11.9M	Sell	191,094 -3,353	-2%	-$203K	3.68%	7
2022 Q4	$12.4M	Sell	194,447 -774	-0.4%	-$46.7K	3.94%	7
2022 Q3	$10.9M	Sell	195,221 -9,500	-5%	-$590K	3.89%	7
2022 Q2	$12.9M	Sell	204,721 -759	-0.4%	-$48.1K	4.38%	6
2022 Q1	$12.7M	Buy	205,480 +71,750	+54%	+$4.36M	3.97%	6
2021 Q4	$7.92M	Sell	133,730 -634	-0.5%	-$35.3K	2.47%	8
2021 Q3	$7.05M	Buy	134,364 +87,938	+189%	+$4.9M	2.47%	8
2021 Q2	$2.51M	Sell	46,426 -2,165	-4%	-$118K	0.92%	17
2021 Q1	$2.56M	Buy	48,591 +467	+1%	+$23.5K	1.03%	15
2020 Q4	$2.64M	Sell	48,124 -771	-2%	-$39.9K	1.18%	13
2020 Q3	$2.41M	Sell	48,895 -764	-2%	-$36.7K	1.23%	13
2020 Q2	$2.22M	Buy	49,659 +439	+0.9%	+$20.2K	1.2%	13
2020 Q1	$2.18M	Sell	49,220 -1,094	-2%	-$59.1K	1.38%	16
2019 Q4	$2.78M	Buy	50,314 +27,650	+122%	+$1.49M	1.52%	11
2019 Q3	$1.23M	Sell	22,664 -481	-2%	-$25.8K	0.74%	26
2019 Q2	$1.18M	Buy	23,145 +117	+0.5%	+$5.73K	0.74%	25
2019 Q1	$1.08M	Buy	23,028 +4,746	+26%	+$222K	0.76%	30
2018 Q4	$866K	Sell	18,282 -73	-0.4%	-$3.49K	0.67%	36
2018 Q3	$848K	Buy	18,355 +173	+1%	+$7.9K	0.61%	37
2018 Q2	$797K	Sell	18,182 -732	-4%	-$31.6K	0.6%	36
2018 Q1	$821K	Sell	18,914 -2,157	-10%	-$96.9K	0.61%	35
2017 Q4	$967K	Sell	21,071 -443	-2%	-$20.4K	0.72%	30
2017 Q3	$968K	Sell	21,514 -2,950	-12%	-$134K	0.73%	28
2017 Q2	$1.1M	Buy	24,464 +727	+3%	+$32.1K	0.87%	23
2017 Q1	$1.01M	Sell	23,737 -17,884	-43%	-$746K	0.8%	29
2016 Q4	$1.73M	Buy	+41,621	New	+$1.73M	1.61%	9

Other funds holding KO

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

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

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 Paces Advisors's KO Position: Q2 2026 in Review

West Paces Advisors increased its Coca-Cola (KO) stake by 20% in Q2 2026, buying an estimated $1.73M and bringing the position to 131,783 shares worth $10.7M. The position accounts for 1.8% of the portfolio, ranked #11.

West Paces Advisors first reported a position in KO in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.9M in Q2 2022. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

West Paces Advisors held 131,783 shares of Coca-Cola worth $10.7M as of Q2 2026.
West Paces Advisors bought 21,929 Coca-Cola shares in Q2 2026, an estimated $1.73M.
Coca-Cola made up 1.8% of West Paces Advisors's portfolio in Q2 2026, its #11 holding.
West Paces Advisors first reported a position in Coca-Cola in Q4 2016 and has held it in 39 quarters since.
West Paces Advisors's Coca-Cola position peaked at $12.9M in Q2 2022.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.