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Edge Wealth Management’s Coca-Cola KO Stock Holding History

Edge Wealth Management’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
2022
Q1 		– Sell
-153,734
Closed -$9.1M – 283
2021
Q4 		$9.1M Buy
153,734
+2,841
+2% +$158K 1.67% 23
2021
Q3 		$7.92M Buy
150,893
+6,013
+4% +$335K 1.54% 23
2021
Q2 		$7.81M Buy
144,880
+1,528
+1% +$83.1K 1.59% 23
2021
Q1 		$7.56M Buy
143,352
+9,355
+7% +$471K 1.61% 24
2020
Q4 		$7.33M Buy
133,997
+27,492
+26% +$1.42M 1.66% 25
2020
Q3 		$5.26M Sell
106,505
-1,151
-1% -$55.4K 1.21% 29
2020
Q2 		$4.81M Buy
107,656
+6,015
+6% +$277K 0.91% 32
2020
Q1 		$4.52M Buy
+101,641
New +$5.49M 0.98% 35
2019
Q2 		– Sell
-1
Closed – – 617
2019
Q1 		$0 Hold
1
– – ﹤0.01% 581
2018
Q4 		$0 Hold
1
– – ﹤0.01% 596
2018
Q3 		$1K Buy
+1
New +$46 ﹤0.01% 573
2016
Q3 		– Sell
-16
Closed -$1K – 505
2016
Q2 		$1K Buy
16
+1
+7% +$45 ﹤0.01% 430
2016
Q1 		$1K Hold
15
– – ﹤0.01% 410
2015
Q4 		$1K Hold
15
– – ﹤0.01% 424
2015
Q3 		$1K Hold
15
– – ﹤0.01% 425
2015
Q2 		$1K Sell
15
-500
-97% -$20.3K ﹤0.01% 406
2015
Q1 		$21K Buy
515
+15
+3% +$627 0.01% 245
2014
Q4 		$21K Sell
500
-5,647
-92% -$241K 0.01% 249
2014
Q3 		$262K Buy
6,147
+290
+5% +$12K 0.1% 83
2014
Q2 		$248K Hold
5,857
– – 0.1% 89
2014
Q1 		$226K Sell
5,857
-2,638
-31% -$102K 0.09% 89
2013
Q4 		$350K Buy
8,495
+2,668
+46% +$105K 0.16% 64
2013
Q3 		$221K Sell
5,827
-80
-1% -$3.16K 0.13% 67
2013
Q2 		$238K Buy
+5,907
New +$245K 0.16% 56

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edge Wealth Management's KO Position: Q1 2022 in Review

Edge Wealth Management sold out of Coca-Cola (KO) in Q1 2022, closing a stake of 153,734 shares — an estimated $9.1M sold.

Edge Wealth Management first reported a position in KO in Q2 2013 and held it in 24 quarters. The position peaked at $9.1M in Q4 2021. 2,764 funds tracked by Wall St. Rank hold KO as of Q1 2022.

  • Edge Wealth Management reported no remaining Coca-Cola position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 153,734 Coca-Cola shares in Q1 2022, an estimated $9.1M.
  • Edge Wealth Management first reported a position in Coca-Cola in Q2 2013 and held it in 24 quarters.
  • Edge Wealth Management's Coca-Cola position peaked at $9.1M in Q4 2021.
  • 2,764 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.