Westbourne Investment Advisors’s Coca-Cola KO Stock Holding History

Westbourne Investment 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	$700K	Hold	8,615	–	–	0.19%	71
2026 Q1	$655K	Hold	8,615	–	–	0.19%	72
2025 Q4	$602K	Hold	8,615	–	–	0.17%	75
2025 Q3	$571K	Hold	8,615	–	–	0.16%	77
2025 Q2	$610K	Hold	8,615	–	–	0.18%	71
2025 Q1	$617K	Hold	8,615	–	–	0.22%	58
2024 Q4	$536K	Hold	8,615	–	–	0.18%	61
2024 Q3	$619K	Hold	8,615	–	–	0.22%	61
2024 Q2	$548K	Hold	8,615	–	–	0.2%	63
2024 Q1	$527K	Hold	8,615	–	–	0.19%	66
2023 Q4	$508K	Hold	8,615	–	–	0.2%	65
2023 Q3	$482K	Hold	8,615	–	–	0.22%	64
2023 Q2	$519K	Hold	8,615	–	–	0.23%	66
2023 Q1	$534K	Hold	8,615	–	–	0.26%	64
2022 Q4	$548K	Sell	8,615 -11	-0.1%	-$664	0.28%	63
2022 Q3	$483K	Sell	8,626 -75	-0.9%	-$4.66K	0.26%	65
2022 Q2	$547K	Hold	8,701	–	–	0.34%	59
2022 Q1	$539K	Hold	8,701	–	–	0.22%	63
2021 Q4	$515K	Buy	+8,701	New	+$485K	0.2%	67
2018 Q4	–	Sell	-2,529	Closed	-$117K	–	120
2018 Q3	$117K	Buy	+2,529	New	+$116K	0.08%	121
2018 Q1	–	Sell	-4,619	Closed	-$212K	–	104
2017 Q4	$212K	Sell	4,619 -1,410	-23%	-$64.8K	0.16%	98
2017 Q3	$271K	Sell	6,029 -250	-4%	-$11.4K	0.21%	91
2017 Q2	$282K	Buy	6,279 +300	+5%	+$13.3K	0.23%	88
2017 Q1	$254K	Buy	5,979 +550	+10%	+$22.9K	0.21%	96
2016 Q4	$225K	Buy	+5,429	New	+$226K	0.2%	94
2016 Q3	–	Sell	-3,229	Closed	-$146K	–	117
2016 Q2	$146K	Buy	+3,229	New	+$146K	0.13%	113

Other funds holding KO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

Westbourne Investment Advisors's KO Position: Q2 2026 in Review

Westbourne Investment Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 8,615 shares worth $700K. The position accounts for 0.19% of the portfolio, ranked #71.

Westbourne Investment Advisors first reported a position in KO in Q2 2016 and has held it in 26 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Westbourne Investment Advisors held 8,615 shares of Coca-Cola worth $700K as of Q2 2026.
Westbourne Investment Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.19% of Westbourne Investment Advisors's portfolio in Q2 2026, its #71 holding.
Westbourne Investment Advisors first reported a position in Coca-Cola in Q2 2016 and has held it in 26 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.