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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
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 $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

WestEnd Advisors's KO Position: Q1 2026 in Review

WestEnd Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 164 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #79.

WestEnd Advisors first reported a position in KO in Q2 2019 and has held it in 16 quarters since. The position peaked at $34.3M in Q4 2019. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • WestEnd Advisors held 164 shares of Coca-Cola worth $12.5K as of Q1 2026.
  • WestEnd Advisors left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #79 holding.
  • WestEnd Advisors first reported a position in Coca-Cola in Q2 2019 and has held it in 16 quarters since.
  • WestEnd Advisors's Coca-Cola position peaked at $34.3M in Q4 2019.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.