Benjamin Edwards Inc’s Coca-Cola KO Stock Holding History
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
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. 3,648 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.
- 3,648 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.