Westwind Capital’s Coca-Cola KO Stock Holding History

Westwind Capital’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	–	Sell	-1,096	Closed	-$83K	–	91
2026 Q1	$83K	Buy	+1,096	New	+$82.9K	0.02%	69

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Westwind Capital's KO Position: Q2 2026 in Review

Westwind Capital sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 1,096 shares — an estimated $83K sold.

Westwind Capital first reported a position in KO in Q1 2026 and held it in 1 quarter. The position peaked at $83K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Westwind Capital reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Westwind Capital sold 1,096 Coca-Cola shares in Q2 2026, an estimated $83K.
Westwind Capital first reported a position in Coca-Cola in Q1 2026 and held it in 1 quarter.
Westwind Capital's Coca-Cola position peaked at $83K in Q1 2026.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.