EC
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EdgeRock Capital’s Coca-Cola KO Stock Holding History

EdgeRock 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
Q2 		$352K Sell
4,333
-381
-8% -$30.1K 0.08% 97
2026
Q1 		$359K Buy
4,714
+421
+10% +$31.8K 0.1% 85
2025
Q4 		$300K Buy
4,293
+532
+14% +$37.1K 0.08% 104
2025
Q3 		$249K Buy
3,761
+118
+3% +$8.12K 0.07% 103
2025
Q2 		$259K Buy
+3,643
New +$260K 0.08% 92
2022
Q4 		– Sell
-2,267
Closed -$127K – 234
2022
Q3 		$127K Buy
+2,267
New +$141K 0.07% 69

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

EdgeRock Capital's KO Position: Q2 2026 in Review

EdgeRock Capital reduced its Coca-Cola (KO) stake by 8.1% in Q2 2026, selling an estimated $30.1K and leaving 4,333 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #97.

EdgeRock Capital first reported a position in KO in Q3 2022 and has held it in 6 quarters since. The position peaked at $359K in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • EdgeRock Capital held 4,333 shares of Coca-Cola worth $352K as of Q2 2026.
  • EdgeRock Capital sold 381 Coca-Cola shares in Q2 2026, an estimated $30.1K.
  • Coca-Cola made up 0.08% of EdgeRock Capital's portfolio in Q2 2026, its #97 holding.
  • EdgeRock Capital first reported a position in Coca-Cola in Q3 2022 and has held it in 6 quarters since.
  • EdgeRock Capital's Coca-Cola position peaked at $359K in Q1 2026.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.