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Westerkirk Capital’s Coca-Cola KO Stock Holding History

Westerkirk Capital’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 		$4.22M Hold
51,873
– – 0.41% 49
2026
Q1 		$3.94M Sell
51,873
-1,300
-2% -$98.3K 0.42% 53
2025
Q4 		$3.72M Sell
53,173
-600
-1% -$41.8K 0.36% 54
2025
Q3 		$3.57M Buy
53,773
+1,730
+3% +$119K 0.41% 51
2025
Q2 		$3.68M Buy
+52,043
New +$3.71M 0.45% 48

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

Westerkirk Capital's KO Position: Q2 2026 in Review

Westerkirk Capital held its Coca-Cola (KO) position steady in Q2 2026 at 51,873 shares worth $4.22M. The position accounts for 0.41% of the portfolio, ranked #49.

Westerkirk Capital first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Westerkirk Capital held 51,873 shares of Coca-Cola worth $4.22M as of Q2 2026.
  • Westerkirk Capital left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.41% of Westerkirk Capital's portfolio in Q2 2026, its #49 holding.
  • Westerkirk Capital first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.