Westchester Capital Management (Nebraska)’s Coca-Cola KO Stock Holding History

Westchester Capital Management (Nebraska)’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	$118K	Hold	1,449	–	–	0.02%	45
2026 Q1	$110K	Hold	1,449	–	–	0.02%	44
2025 Q4	$101K	Hold	1,449	–	–	0.02%	42
2025 Q3	$96.1K	Hold	1,449	–	–	0.02%	42
2025 Q2	$103K	Hold	1,449	–	–	0.02%	38
2025 Q1	$104K	Buy	1,449 +103	+8%	+$6.88K	0.03%	38
2024 Q4	$83.8K	Sell	1,346 -269	-17%	-$17.6K	0.02%	40
2024 Q3	$116K	Hold	1,615	–	–	0.03%	39
2024 Q2	$103K	Hold	1,615	–	–	0.03%	39
2024 Q1	$98.8K	Hold	1,615	–	–	0.02%	39
2023 Q4	$95.2K	Hold	1,615	–	–	0.03%	41
2023 Q3	$90.4K	Hold	1,615	–	–	0.03%	39
2023 Q2	$97.3K	Buy	1,615 +210	+15%	+$13.1K	0.03%	40
2023 Q1	$87.2K	Hold	1,405	–	–	0.03%	40
2022 Q4	$89.4K	Hold	1,405	–	–	0.03%	38
2022 Q3	$79K	Hold	1,405	–	–	0.03%	39
2022 Q2	$88K	Hold	1,405	–	–	0.03%	41
2022 Q1	$87K	Hold	1,405	–	–	0.02%	39
2021 Q4	$83K	Hold	1,405	–	–	0.02%	39
2021 Q3	$74K	Sell	1,405 -25	-2%	-$1.39K	0.02%	39
2021 Q2	$77K	Hold	1,430	–	–	0.02%	38
2021 Q1	$75K	Sell	1,430 -539	-27%	-$27.1K	0.02%	39
2020 Q4	$108K	Hold	1,969	–	–	0.03%	35
2020 Q3	$97K	Hold	1,969	–	–	0.03%	32
2020 Q2	$88K	Sell	1,969 -2,000	-50%	-$92.1K	0.03%	31
2020 Q1	$176K	Hold	3,969	–	–	0.08%	29
2019 Q4	$220K	Buy	3,969 +2,000	+102%	+$108K	0.08%	31
2019 Q3	$107K	Hold	1,969	–	–	0.04%	30
2019 Q2	$100K	Hold	1,969	–	–	0.04%	30
2019 Q1	$92K	Hold	1,969	–	–	0.04%	29
2018 Q4	$93K	Hold	1,969	–	–	0.04%	29
2018 Q3	$91K	Hold	1,969	–	–	0.04%	29
2018 Q2	$86K	Hold	1,969	–	–	0.04%	29
2018 Q1	$86K	Hold	1,969	–	–	0.04%	29
2017 Q4	$90K	Sell	1,969 -35	-2%	-$1.61K	0.04%	30
2017 Q3	$90K	Hold	2,004	–	–	0.04%	29
2017 Q2	$90K	Hold	2,004	–	–	0.04%	31
2017 Q1	$85K	Hold	2,004	–	–	0.04%	31
2016 Q4	$83K	Hold	2,004	–	–	0.04%	30
2016 Q3	$85K	Hold	2,004	–	–	0.04%	31
2016 Q2	$91K	Hold	2,004	–	–	0.04%	32
2016 Q1	$93K	Hold	2,004	–	–	0.04%	32
2015 Q4	$86K	Hold	2,004	–	–	0.04%	31
2015 Q3	$80K	Hold	2,004	–	–	0.04%	31
2015 Q2	$79K	Hold	2,004	–	–	0.04%	32
2015 Q1	$81K	Hold	2,004	–	–	0.04%	32
2014 Q4	$85K	Hold	2,004	–	–	0.04%	33
2014 Q3	$85K	Hold	2,004	–	–	0.04%	34
2014 Q2	$85K	Sell	2,004 -100	-5%	-$4.06K	0.04%	35
2014 Q1	$81K	Hold	2,104	–	–	0.04%	36
2013 Q4	$87K	Hold	2,104	–	–	0.05%	34
2013 Q3	$80K	Hold	2,104	–	–	0.05%	33
2013 Q2	$84K	Buy	+2,104	New	+$87.1K	0.05%	33

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Westchester Capital Management (Nebraska)'s KO Position: Q2 2026 in Review

Westchester Capital Management (Nebraska) held its Coca-Cola (KO) position steady in Q2 2026 at 1,449 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #45.

Westchester Capital Management (Nebraska) first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $220K in Q4 2019. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Westchester Capital Management (Nebraska) held 1,449 shares of Coca-Cola worth $118K as of Q2 2026.
Westchester Capital Management (Nebraska) left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.02% of Westchester Capital Management (Nebraska)'s portfolio in Q2 2026, its #45 holding.
Westchester Capital Management (Nebraska) first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Westchester Capital Management (Nebraska)'s Coca-Cola position peaked at $220K in Q4 2019.
1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2026, filed 23 Jul 2026.