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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westbourne Investments's KO Position: Q1 2026 in Review

Westbourne Investments increased its Coca-Cola (KO) stake by 6.4% in Q1 2026, buying an estimated $45.4K and bringing the position to 9,960 shares worth $757K. The position accounts for 0.36% of the portfolio, ranked #67.

Westbourne Investments first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $762K in Q3 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Westbourne Investments held 9,960 shares of Coca-Cola worth $757K as of Q1 2026.
  • Westbourne Investments bought 600 Coca-Cola shares in Q1 2026, an estimated $45.4K.
  • Coca-Cola made up 0.36% of Westbourne Investments's portfolio in Q1 2026, its #67 holding.
  • Westbourne Investments first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Westbourne Investments's Coca-Cola position peaked at $762K in Q3 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.