Westshore Wealth’s Coca-Cola KO Stock Holding History

Westshore Wealth’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	$250K	Buy	3,079 +221	+8%	+$17.5K	0.08%	91
2026 Q1	$217K	Sell	2,858 -200	-7%	-$15.1K	0.08%	94
2025 Q4	$214K	Buy	3,058 +1	+0%	+$70	0.07%	94
2025 Q3	$203K	Buy	3,057 +1	+0%	+$69	0.07%	100
2025 Q2	$216K	Buy	3,056 +1	+0%	+$71	0.08%	90
2025 Q1	$219K	Buy	+3,055	New	+$204K	0.09%	86
2024 Q4	–	Sell	-3,054	Closed	-$219K	–	96
2024 Q3	$219K	Buy	+3,054	New	+$209K	0.09%	88
2023 Q3	–	Sell	-5,650	Closed	-$340K	–	103
2023 Q2	$340K	Sell	5,650 -1,331	-19%	-$82.8K	0.17%	55
2023 Q1	$433K	Buy	6,981 +231	+3%	+$14K	0.23%	47
2022 Q4	$429K	Buy	+6,750	New	+$408K	0.24%	49
2021 Q3	–	Sell	-9,603	Closed	-$520K	–	110
2021 Q2	$520K	Buy	9,603 +1	+0%	+$54	0.27%	66
2021 Q1	$506K	Buy	+9,602	New	+$483K	0.29%	57
2019 Q4	$431K	Buy	+7,783	New	+$418K	0.47%	44

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

Westshore Wealth's KO Position: Q2 2026 in Review

Westshore Wealth increased its Coca-Cola (KO) stake by 7.7% in Q2 2026, buying an estimated $17.5K and bringing the position to 3,079 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #91.

Westshore Wealth first reported a position in KO in Q4 2019 and has held it in 13 quarters since. The position peaked at $520K in Q2 2021. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Westshore Wealth held 3,079 shares of Coca-Cola worth $250K as of Q2 2026.
Westshore Wealth bought 221 Coca-Cola shares in Q2 2026, an estimated $17.5K.
Coca-Cola made up 0.08% of Westshore Wealth's portfolio in Q2 2026, its #91 holding.
Westshore Wealth first reported a position in Coca-Cola in Q4 2019 and has held it in 13 quarters since.
Westshore Wealth's Coca-Cola position peaked at $520K in Q2 2021.
3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.