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Edgemoor Investment Advisors’s Coca-Cola KO Stock Holding History

Edgemoor Investment Advisors’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 		$256K Sell
3,152
-21
-0.7% -$1.66K 0.02% 160
2026
Q1 		$241K Sell
3,173
-2,759
-47% -$209K 0.02% 157
2025
Q4 		$415K Sell
5,932
-41,379
-87% -$2.88M 0.03% 128
2025
Q3 		$3.14M Buy
47,311
+434
+0.9% +$29.9K 0.24% 60
2025
Q2 		$3.32M Buy
46,877
+879
+2% +$62.6K 0.29% 59
2025
Q1 		$3.29M Hold
45,998
– – 0.3% 59
2024
Q4 		$2.86M Buy
45,998
+40,530
+741% +$2.65M 0.25% 60
2024
Q3 		$393K Buy
5,468
+86
+2% +$5.89K 0.03% 123
2024
Q2 		$343K Sell
5,382
-136
-2% -$8.42K 0.03% 125
2024
Q1 		$338K Sell
5,518
-507
-8% -$30.5K 0.03% 127
2023
Q4 		$355K Buy
6,025
+49
+0.8% +$2.78K 0.04% 121
2023
Q3 		$335K Sell
5,976
-245
-4% -$14.7K 0.04% 120
2023
Q2 		$375K Hold
6,221
– – 0.04% 119
2023
Q1 		$386K Sell
6,221
-35,679
-85% -$2.16M 0.05% 118
2022
Q4 		$2.67M Buy
41,900
+38,266
+1,053% +$2.31M 0.33% 61
2022
Q3 		$204K Hold
3,634
– – 0.03% 141
2022
Q2 		$229K Buy
3,634
+200
+6% +$12.7K 0.03% 144
2022
Q1 		$213K Buy
+3,434
New +$209K 0.02% 151
2016
Q1 		– Sell
-6,156
Closed -$264K – 130
2015
Q4 		$264K Hold
6,156
– – 0.04% 121
2015
Q3 		$247K Hold
6,156
– – 0.04% 128
2015
Q2 		$241K Sell
6,156
-2,870
-32% -$117K 0.04% 127
2015
Q1 		$366K Hold
9,026
– – 0.05% 111
2014
Q4 		$381K Sell
9,026
-9,044
-50% -$386K 0.06% 109
2014
Q3 		$771K Buy
18,070
+100
+0.6% +$4.13K 0.11% 95
2014
Q2 		$761K Buy
17,970
+10,170
+130% +$413K 0.11% 95
2014
Q1 		$302K Hold
7,800
– – 0.05% 110
2013
Q4 		$322K Buy
7,800
+800
+11% +$31.6K 0.05% 112
2013
Q3 		$265K Hold
7,000
– – 0.05% 118
2013
Q2 		$281K Buy
+7,000
New +$290K 0.05% 123

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 $3.37T AUM 44.26% 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

Edgemoor Investment Advisors's KO Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its Coca-Cola (KO) stake by 0.66% in Q2 2026, selling an estimated $1.66K and leaving 3,152 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #160.

Edgemoor Investment Advisors first reported a position in KO in Q2 2013 and has held it in 29 quarters since. The position peaked at $3.32M in Q2 2025. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Edgemoor Investment Advisors held 3,152 shares of Coca-Cola worth $256K as of Q2 2026.
  • Edgemoor Investment Advisors sold 21 Coca-Cola shares in Q2 2026, an estimated $1.66K.
  • Coca-Cola made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • Edgemoor Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 29 quarters since.
  • Edgemoor Investment Advisors's Coca-Cola position peaked at $3.32M in Q2 2025.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.