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Westfuller Advisors’s Coca-Cola KO Stock Holding History

Westfuller 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 		$367K Buy
4,482
+2,474
+123% +$195K 0.13% 97
2026
Q1 		$154K Buy
2,008
+53
+3% +$4.01K 0.07% 149
2025
Q4 		$137K Sell
1,955
-788
-29% -$54.9K 0.06% 186
2025
Q3 		$183K Buy
+2,743
New +$189K 0.08% 154

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Westfuller Advisors's KO Position: Q2 2026 in Review

Westfuller Advisors increased its Coca-Cola (KO) stake by 123% in Q2 2026, buying an estimated $195K and bringing the position to 4,482 shares worth $367K. The position accounts for 0.13% of the portfolio, ranked #97.

Westfuller Advisors first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 1,737 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Westfuller Advisors held 4,482 shares of Coca-Cola worth $367K as of Q2 2026.
  • Westfuller Advisors bought 2,474 Coca-Cola shares in Q2 2026, an estimated $195K.
  • Coca-Cola made up 0.13% of Westfuller Advisors's portfolio in Q2 2026, its #97 holding.
  • Westfuller Advisors first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.