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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 		– Sell
-5,000
Closed -$380K – 1463
2026
Q1 		$380K Hold
5,000
– – ﹤0.01% 1084
2025
Q4 		$350K Hold
5,000
– – ﹤0.01% 1058
2025
Q3 		$332K Hold
5,000
– – ﹤0.01% 1066
2025
Q2 		$1.85K Buy
+5,000
New +$356K ﹤0.01% 1146

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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. 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.