Westend Capital Management’s Coca-Cola KO Stock Holding History

Westend Capital Management’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	$5.55K	Hold	73	–	–	﹤0.01%	188
2025 Q4	$5.1K	Buy	+73	New	+$5.09K	﹤0.01%	193

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westend Capital Management's KO Position: Q1 2026 in Review

Westend Capital Management held its Coca-Cola (KO) position steady in Q1 2026 at 73 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Westend Capital Management first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Westend Capital Management held 73 shares of Coca-Cola worth $5.55K as of Q1 2026.
Westend Capital Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #188 holding.
Westend Capital Management first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.