BEI
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Benjamin Edwards Inc’s Coca-Cola KO Stock Holding History

Benjamin Edwards Inc’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 		$15.1M Buy
185,364
+68,674
+59% +$5.42M 0.14% 180
2026
Q1 		$8.87M Buy
116,690
+30,294
+35% +$2.29M 0.09% 235
2025
Q4 		$6.04M Buy
86,396
+9,689
+13% +$675K 0.07% 276
2025
Q3 		$5.09M Buy
76,707
+3,413
+5% +$235K 0.06% 294
2025
Q2 		$5.19M Sell
73,294
-11,997
-14% -$855K 0.07% 271
2025
Q1 		$6.11M Sell
85,291
-3,946
-4% -$264K 0.09% 224
2024
Q4 		$5.56M Sell
89,237
-4,326
-5% -$282K 0.08% 248
2024
Q3 		$6.72M Buy
93,563
+77,580
+485% +$5.31M 0.1% 220
2024
Q2 		$1.02M Buy
15,983
+2,901
+22% +$180K 0.2% 133
2024
Q1 		$800K Sell
13,082
-2,361
-15% -$142K 0.16% 151
2023
Q4 		$910K Sell
15,443
-266
-2% -$15.1K 0.2% 139
2023
Q3 		$879K Sell
15,709
-424
-3% -$25.4K 0.21% 130
2023
Q2 		$972K Sell
16,133
-157
-1% -$9.77K 0.23% 126
2023
Q1 		$1.01M Buy
16,290
+1,389
+9% +$84.1K 0.25% 116
2022
Q4 		$948K Buy
14,901
+2,679
+22% +$162K 0.25% 118
2022
Q3 		$685K Buy
12,222
+352
+3% +$21.9K 0.21% 134
2022
Q2 		$747K Buy
11,870
+6,046
+104% +$383K 0.22% 131
2022
Q1 		$361K Buy
5,824
+468
+9% +$28.5K 0.1% 203
2021
Q4 		$317K Buy
5,356
+2,094
+64% +$117K 0.1% 196
2021
Q3 		$171K Buy
3,262
+39
+1% +$2.17K 0.1% 188
2021
Q2 		$174K Sell
3,223
-1,608
-33% -$87.5K 0.12% 177
2021
Q1 		$255K Sell
4,831
-22,258
-82% -$1.12M 0.19% 138
2020
Q4 		$1.49M Sell
27,089
-836
-3% -$43.2K 1.15% 14
2020
Q3 		$1.38M Buy
27,925
+730
+3% +$35.1K 1.14% 19
2020
Q2 		$1.22M Buy
27,195
+8,923
+49% +$411K 1.01% 24
2020
Q1 		$809K Buy
18,272
+14,606
+398% +$789K 0.84% 30
2019
Q4 		$203K Sell
3,666
-141
-4% -$7.58K 0.41% 50
2019
Q3 		$207K Buy
3,807
+217
+6% +$11.6K 0.45% 47
2019
Q2 		$183K Buy
3,590
+2,199
+158% +$108K 0.44% 47
2019
Q1 		$65K Buy
+1,391
New +$65.1K 0.31% 105

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Benjamin Edwards Inc's KO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Coca-Cola (KO) stake by 59% in Q2 2026, buying an estimated $5.42M and bringing the position to 185,364 shares worth $15.1M. The position accounts for 0.14% of the portfolio, ranked #180.

Benjamin Edwards Inc first reported a position in KO in Q1 2019 and has held it in 30 quarters since. 1,561 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Benjamin Edwards Inc held 185,364 shares of Coca-Cola worth $15.1M as of Q2 2026.
  • Benjamin Edwards Inc bought 68,674 Coca-Cola shares in Q2 2026, an estimated $5.42M.
  • Coca-Cola made up 0.14% of Benjamin Edwards Inc's portfolio in Q2 2026, its #180 holding.
  • Benjamin Edwards Inc first reported a position in Coca-Cola in Q1 2019 and has held it in 30 quarters since.
  • 1,561 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.