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Westmount Partners’s Coca-Cola KO Stock Holding History

Westmount Partners’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 		$1.07M Buy
13,166
+883
+7% +$69.7K 0.23% 85
2026
Q1 		$934K Sell
12,283
-203
-2% -$15.3K 0.23% 88
2025
Q4 		$873K Buy
12,486
+19
+0.2% +$1.32K 0.22% 85
2025
Q3 		$833K Sell
12,467
-14
-0.1% -$964 0.22% 89
2025
Q2 		$883K Sell
12,481
-413
-3% -$29.4K 0.24% 80
2025
Q1 		$923K Sell
12,894
-1,465
-10% -$97.8K 0.28% 78
2024
Q4 		$894K Sell
14,359
-452
-3% -$29.5K 0.27% 75
2024
Q3 		$1.06M Sell
14,811
-50
-0.3% -$3.42K 0.32% 64
2024
Q2 		$940K Buy
14,861
+230
+2% +$14.2K 0.31% 67
2024
Q1 		$895K Sell
14,631
-2,355
-14% -$141K 0.32% 69
2023
Q4 		$1M Buy
16,986
+574
+3% +$32.6K 0.41% 57
2023
Q3 		$919K Buy
16,412
+1,025
+7% +$61.5K 0.4% 57
2023
Q2 		$927K Buy
15,387
+28
+0.2% +$1.74K 0.4% 54
2023
Q1 		$953K Buy
15,359
+1,468
+11% +$88.9K 0.44% 45
2022
Q4 		$884K Buy
+13,891
New +$839K 0.46% 48

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

Westmount Partners's KO Position: Q2 2026 in Review

Westmount Partners increased its Coca-Cola (KO) stake by 7.2% in Q2 2026, buying an estimated $69.7K and bringing the position to 13,166 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #85.

Westmount Partners first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Westmount Partners held 13,166 shares of Coca-Cola worth $1.07M as of Q2 2026.
  • Westmount Partners bought 883 Coca-Cola shares in Q2 2026, an estimated $69.7K.
  • Coca-Cola made up 0.23% of Westmount Partners's portfolio in Q2 2026, its #85 holding.
  • Westmount Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.