ECG
KO icon

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

Edge Capital Group’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
2024
Q4 		$25.9M Sell
424
-419,379
-100% -$27.4M 1.15% 24
2024
Q3 		$30.2M Sell
419,803
-3,173
-0.8% -$217K 1.34% 16
2024
Q2 		$26.9M Buy
422,976
+5,801
+1% +$359K 1.3% 15
2024
Q1 		$25.5M Buy
417,175
+68,273
+20% +$4.1M 1.27% 14
2023
Q4 		$20.6M Buy
348,902
+67,120
+24% +$3.81M 1.15% 21
2023
Q3 		$15.8M Sell
281,782
-69,971
-20% -$4.2M 1.02% 20
2023
Q2 		$21.2M Buy
351,753
+1,022
+0.3% +$63.6K 1.22% 20
2023
Q1 		$21.8M Buy
350,731
+25,492
+8% +$1.54M 1.34% 16
2022
Q4 		$20.7M Buy
325,239
+38,481
+13% +$2.32M 1.44% 14
2022
Q3 		$16.1M Buy
286,758
+286,727
+924,926% +$17.8M 1.32% 15
2022
Q2 		$5K Sell
31
-292,066
-100% -$18.5M ﹤0.01% 341
2022
Q1 		$18.1M Sell
292,097
-2,034
-0.7% -$124K 1.24% 13
2021
Q4 		$17.4M Buy
294,131
+30,585
+12% +$1.7M 1.23% 16
2021
Q3 		$13.8M Sell
263,546
-1,124
-0.4% -$62.7K 1.1% 18
2021
Q2 		$14.3M Sell
264,670
-2,870
-1% -$156K 1.14% 17
2021
Q1 		$14.1M Sell
267,540
-64,196
-19% -$3.23M 1.18% 15
2020
Q4 		$18.2M Buy
331,736
+44,679
+16% +$2.31M 1.53% 13
2020
Q3 		$14.2M Buy
287,057
+26,433
+10% +$1.27M 1.42% 14
2020
Q2 		$11.6M Buy
260,624
+150,318
+136% +$6.92M 1.22% 13
2020
Q1 		$4.88M Buy
110,306
+8,147
+8% +$440K 0.58% 48
2019
Q4 		$5.66M Sell
102,159
-42
-0% -$2.26K 0.55% 48
2019
Q3 		$5.56M Sell
102,201
-2,100
-2% -$112K 0.56% 50
2019
Q2 		$5.31M Buy
104,301
+2,134
+2% +$105K 0.51% 52
2019
Q1 		$4.79M Buy
102,167
+41,414
+68% +$1.94M 0.47% 55
2018
Q4 		$2.88M Buy
+60,753
New +$2.91M 0.31% 69

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Edge Capital Group's KO Position: Q4 2024 in Review

Edge Capital Group reduced its Coca-Cola (KO) stake by 100% in Q4 2024, selling an estimated $27.4M and leaving 424 shares worth $25.9M. The position accounts for 1.15% of the portfolio, ranked #24.

Edge Capital Group first reported a position in KO in Q4 2018 and has held it in 25 quarters since. The position peaked at $30.2M in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Edge Capital Group held 424 shares of Coca-Cola worth $25.9M as of Q4 2024.
  • Edge Capital Group sold 419,379 Coca-Cola shares in Q4 2024, an estimated $27.4M.
  • Coca-Cola made up 1.15% of Edge Capital Group's portfolio in Q4 2024, its #24 holding.
  • Edge Capital Group first reported a position in Coca-Cola in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Coca-Cola position peaked at $30.2M in Q3 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.