Westover Capital Advisors’s Coca-Cola KO Stock Holding History

Westover Capital 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 Q1	$272K	Buy	+3,580	New	+$271K	0.05%	205
2023 Q3	–	Sell	-4,991	Closed	-$301K	–	182
2023 Q2	$301K	Hold	4,991	–	–	0.1%	138
2023 Q1	$310K	Hold	4,991	–	–	0.11%	130
2022 Q4	$317K	Hold	4,991	–	–	0.13%	116
2022 Q3	$280K	Buy	+4,991	New	+$310K	0.11%	127
2020 Q2	–	Sell	-13,568	Closed	-$600K	–	120
2020 Q1	$600K	Hold	13,568	–	–	0.32%	70
2019 Q4	$751K	Buy	+13,568	New	+$729K	0.34%	68

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

Westover Capital Advisors's KO Position: Q1 2026 in Review

Westover Capital Advisors opened a new position in Coca-Cola (KO) in Q1 2026: 3,580 shares worth $272K. The stake represents 0.05% of the portfolio and ranks #205 among its holdings. This is a return to the name: Westover Capital Advisors previously reported a position in KO as recently as Q2 2023.

Westover Capital Advisors first reported a position in KO in Q4 2019 and has held it in 7 quarters since. The position peaked at $751K in Q4 2019. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Westover Capital Advisors held 3,580 shares of Coca-Cola worth $272K as of Q1 2026.
Coca-Cola was a new Westover Capital Advisors position in Q1 2026.
Coca-Cola made up 0.05% of Westover Capital Advisors's portfolio in Q1 2026, its #205 holding.
Westover Capital Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 7 quarters since.
Westover Capital Advisors's Coca-Cola position peaked at $751K in Q4 2019.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.