Blue Edge Capital’s Coca-Cola KO Stock Holding History

Blue Edge 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 Q1	$968K	Sell	12,728 -1,551	-11%	-$117K	0.13%	78
2025 Q4	$998K	Buy	14,279 +340	+2%	+$23.7K	0.13%	75
2025 Q3	$924K	Hold	13,939	–	–	0.13%	77
2025 Q2	$986K	Sell	13,939 -21	-0.2%	-$1.5K	0.15%	77
2025 Q1	$1,000K	Buy	13,960 +21	+0.2%	+$1.4K	0.16%	72
2024 Q4	$868K	Hold	13,939	–	–	0.14%	73
2024 Q3	$1M	Hold	13,939	–	–	0.16%	72
2024 Q2	$887K	Hold	13,939	–	–	0.15%	74
2024 Q1	$853K	Hold	13,939	–	–	0.14%	77
2023 Q4	$821K	Hold	13,939	–	–	0.15%	74
2023 Q3	$780K	Hold	13,939	–	–	0.16%	72
2023 Q2	$839K	Hold	13,939	–	–	0.17%	68
2023 Q1	$865K	Buy	13,939 +1,551	+13%	+$93.9K	0.19%	66
2022 Q4	$788K	Hold	12,388	–	–	0.18%	73
2022 Q3	$694K	Hold	12,388	–	–	0.17%	73
2022 Q2	$779K	Sell	12,388 -261	-2%	-$16.5K	0.18%	72
2022 Q1	$784K	Buy	12,649 +261	+2%	+$15.9K	0.16%	76
2021 Q4	$733K	Sell	12,388 -1,892	-13%	-$105K	0.14%	77
2021 Q3	$749K	Sell	14,280 -553	-4%	-$30.8K	0.16%	70
2021 Q2	$803K	Hold	14,833	–	–	0.17%	73
2021 Q1	$782K	Hold	14,833	–	–	0.17%	70
2020 Q4	$813K	Hold	14,833	–	–	0.2%	73
2020 Q3	$732K	Hold	14,833	–	–	0.2%	69
2020 Q2	$663K	Hold	14,833	–	–	0.2%	68
2020 Q1	$656K	Buy	14,833 +5,190	+54%	+$280K	0.24%	67
2019 Q4	$534K	Buy	9,643 +143	+2%	+$7.69K	0.17%	73
2019 Q3	$517K	Hold	9,500	–	–	0.18%	70
2019 Q2	$484K	Hold	9,500	–	–	0.17%	72
2019 Q1	$445K	Hold	9,500	–	–	0.17%	75
2018 Q4	$450K	Hold	9,500	–	–	0.19%	67
2018 Q3	$439K	Hold	9,500	–	–	0.16%	75
2018 Q2	$417K	Hold	9,500	–	–	0.17%	72
2018 Q1	$413K	Sell	9,500 -400	-4%	-$18K	0.17%	71
2017 Q4	$454K	Buy	9,900 +2,400	+32%	+$110K	0.18%	71
2017 Q3	$338K	Hold	7,500	–	–	0.15%	74
2017 Q2	$336K	Buy	7,500 +1,200	+19%	+$53K	0.16%	73
2017 Q1	$267K	Hold	6,300	–	–	0.13%	77
2016 Q4	$261K	Hold	6,300	–	–	0.15%	74
2016 Q3	$267K	Hold	6,300	–	–	0.15%	76
2016 Q2	$286K	Hold	6,300	–	–	0.16%	76
2016 Q1	$292K	Buy	6,300 +1,200	+24%	+$52.2K	0.17%	75
2015 Q4	$219K	Hold	5,100	–	–	0.14%	67
2015 Q3	$205K	Hold	5,100	–	–	0.15%	66
2015 Q2	$200K	Hold	5,100	–	–	0.13%	69
2015 Q1	$207K	Hold	5,100	–	–	0.14%	68
2014 Q4	$215K	Hold	5,100	–	–	0.15%	67
2014 Q3	$218K	Hold	5,100	–	–	0.15%	67
2014 Q2	$216K	Sell	5,100 -200	-4%	-$8.12K	0.15%	68
2014 Q1	$205K	Buy	5,300 +200	+4%	+$7.73K	0.14%	66
2013 Q4	$211K	Buy	+5,100	New	+$201K	0.15%	66

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Edge Capital's KO Position: Q1 2026 in Review

Blue Edge Capital reduced its Coca-Cola (KO) stake by 11% in Q1 2026, selling an estimated $117K and leaving 12,728 shares worth $968K. The position accounts for 0.13% of the portfolio, ranked #78.

Blue Edge Capital first reported a position in KO in Q4 2013 and has held it in 50 quarters since. The position peaked at $1M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Blue Edge Capital held 12,728 shares of Coca-Cola worth $968K as of Q1 2026.
Blue Edge Capital sold 1,551 Coca-Cola shares in Q1 2026, an estimated $117K.
Coca-Cola made up 0.13% of Blue Edge Capital's portfolio in Q1 2026, its #78 holding.
Blue Edge Capital first reported a position in Coca-Cola in Q4 2013 and has held it in 50 quarters since.
Blue Edge Capital's Coca-Cola position peaked at $1M in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.