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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Benjamin Edwards Inc's KO Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Coca-Cola (KO) stake by 35% in Q1 2026, buying an estimated $2.29M and bringing the position to 116,690 shares worth $8.87M. The position accounts for 0.09% of the portfolio, ranked #235.

Benjamin Edwards Inc first reported a position in KO in Q1 2019 and has held it in 29 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Benjamin Edwards Inc held 116,690 shares of Coca-Cola worth $8.87M as of Q1 2026.
  • Benjamin Edwards Inc bought 30,294 Coca-Cola shares in Q1 2026, an estimated $2.29M.
  • Coca-Cola made up 0.09% of Benjamin Edwards Inc's portfolio in Q1 2026, its #235 holding.
  • Benjamin Edwards Inc first reported a position in Coca-Cola in Q1 2019 and has held it in 29 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.