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WestEnd Advisors’s Coca-Cola KO Stock Holding History

WestEnd 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 		– Sell
-164
Closed -$12.5K – 432
2026
Q1 		$12.5K Hold
164
– – ﹤0.01% 79
2025
Q4 		$11.5K Buy
164
+1
+0.6% +$70 ﹤0.01% 83
2025
Q3 		$10.8K Buy
163
+23
+16% +$1.58K ﹤0.01% 76
2025
Q2 		$9.9K Sell
140
-2
-1% -$142 ﹤0.01% 79
2025
Q1 		$10.2K Buy
142
+96
+209% +$6.41K ﹤0.01% 76
2024
Q4 		$2.86K Buy
46
+3
+7% +$196 ﹤0.01% 90
2024
Q3 		$3.09K Buy
43
+10
+30% +$685 ﹤0.01% 81
2024
Q2 		$2.1K Buy
33
+1
+3% +$62 ﹤0.01% 87
2024
Q1 		$1.96K Sell
32
-31
-49% -$1.86K ﹤0.01% 89
2023
Q4 		$3.71K Buy
63
+4
+7% +$227 ﹤0.01% 76
2023
Q3 		$3.3K Buy
+59
New +$3.54K ﹤0.01% 74
2023
Q1 		– Sell
-46
Closed -$2.79K – 73
2022
Q4 		$2.93K Buy
46
+7
+18% +$423 ﹤0.01% 71
2022
Q3 		$2K Buy
+39
New +$2.42K ﹤0.01% 87
2020
Q1 		– Sell
-619,047
Closed -$34.3M – 66
2019
Q4 		$34.3M Sell
619,047
-5,301
-0.8% -$285K 2.58% 17
2019
Q3 		$34M Sell
624,348
-37,250
-6% -$1.99M 2.79% 14
2019
Q2 		$33.7M Buy
+661,598
New +$32.4M 2.93% 18

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 $3.37T AUM 44.26% 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

WestEnd Advisors's KO Position: Q2 2026 in Review

WestEnd Advisors sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 164 shares — an estimated $12.5K sold.

WestEnd Advisors first reported a position in KO in Q2 2019 and held it in 16 quarters. The position peaked at $34.3M in Q4 2019. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • WestEnd Advisors reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • WestEnd Advisors sold 164 Coca-Cola shares in Q2 2026, an estimated $12.5K.
  • WestEnd Advisors first reported a position in Coca-Cola in Q2 2019 and held it in 16 quarters.
  • WestEnd Advisors's Coca-Cola position peaked at $34.3M in Q4 2019.
  • 3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.