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 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 $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

Westshore Wealth's KO Position: Q1 2026 in Review

Westshore Wealth reduced its Coca-Cola (KO) stake by 6.5% in Q1 2026, selling an estimated $15.1K and leaving 2,858 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #94.

Westshore Wealth first reported a position in KO in Q4 2019 and has held it in 12 quarters since. The position peaked at $520K in Q2 2021. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Westshore Wealth held 2,858 shares of Coca-Cola worth $217K as of Q1 2026.
Westshore Wealth sold 200 Coca-Cola shares in Q1 2026, an estimated $15.1K.
Coca-Cola made up 0.08% of Westshore Wealth's portfolio in Q1 2026, its #94 holding.
Westshore Wealth first reported a position in Coca-Cola in Q4 2019 and has held it in 12 quarters since.
Westshore Wealth's Coca-Cola position peaked at $520K in Q2 2021.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.