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 Q2	$5.93K	Hold	73	–	–	﹤0.01%	170
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westend Capital Management's KO Position: Q2 2026 in Review

Westend Capital Management held its Coca-Cola (KO) position steady in Q2 2026 at 73 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Westend Capital Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Westend Capital Management held 73 shares of Coca-Cola worth $5.93K as of Q2 2026.
Westend Capital Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up ﹤0.01% of Westend Capital Management's portfolio in Q2 2026, its #170 holding.
Westend Capital Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.