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Westbourne Investments’s Coca-Cola KO Stock Holding History

Westbourne 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
2026
Q2 		$1.05M Buy
12,910
+2,950
+30% +$233K 0.43% 66
2026
Q1 		$757K Buy
9,960
+600
+6% +$45.4K 0.36% 67
2025
Q4 		$654K Sell
9,360
-1,700
-15% -$119K 0.3% 73
2025
Q3 		$762K Buy
11,060
+7,000
+172% +$482K 0.36% 66
2025
Q2 		$287K Sell
4,060
-200
-5% -$14.2K 0.15% 107
2025
Q1 		$305K Buy
4,260
+30
+0.7% +$2K 0.18% 107
2024
Q4 		$263K Buy
+4,230
New +$276K 0.16% 106

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westbourne Investments's KO Position: Q2 2026 in Review

Westbourne Investments increased its Coca-Cola (KO) stake by 30% in Q2 2026, buying an estimated $233K and bringing the position to 12,910 shares worth $1.05M. The position accounts for 0.43% of the portfolio, ranked #66.

Westbourne Investments first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Westbourne Investments held 12,910 shares of Coca-Cola worth $1.05M as of Q2 2026.
  • Westbourne Investments bought 2,950 Coca-Cola shares in Q2 2026, an estimated $233K.
  • Coca-Cola made up 0.43% of Westbourne Investments's portfolio in Q2 2026, its #66 holding.
  • Westbourne Investments first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.