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 Q2	$271K	Sell	3,337 -243	-7%	-$19.2K	0.05%	204
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 $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 $3.37T AUM 44.26% 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

Westover Capital Advisors's KO Position: Q2 2026 in Review

Westover Capital Advisors reduced its Coca-Cola (KO) stake by 6.8% in Q2 2026, selling an estimated $19.2K and leaving 3,337 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #204.

Westover Capital Advisors first reported a position in KO in Q4 2019 and has held it in 8 quarters since. The position peaked at $751K in Q4 2019. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Westover Capital Advisors held 3,337 shares of Coca-Cola worth $271K as of Q2 2026.
Westover Capital Advisors sold 243 Coca-Cola shares in Q2 2026, an estimated $19.2K.
Coca-Cola made up 0.05% of Westover Capital Advisors's portfolio in Q2 2026, its #204 holding.
Westover Capital Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 8 quarters since.
Westover Capital Advisors's Coca-Cola position peaked at $751K in Q4 2019.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.