Edgestream Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.14M | Buy |
+15,045
| New | +$1.14M | 0.04% | 606 |
|
|
2025
Q2 | – | Sell |
-8,770
| Closed | -$628K | – | 965 |
|
|
2025
Q1 | $628K | Buy |
+8,770
| New | +$586K | 0.02% | 672 |
|
|
2024
Q4 | – | Sell |
-37,645
| Closed | -$2.71M | – | 982 |
|
|
2024
Q3 | $2.71M | Buy |
37,645
+25,440
| +208% | +$1.74M | 0.12% | 311 |
|
|
2024
Q2 | $777K | Sell |
12,205
-31,096
| -72% | -$1.92M | 0.04% | 578 |
|
|
2024
Q1 | $2.65M | Buy |
43,301
+13,675
| +46% | +$821K | 0.13% | 269 |
|
|
2023
Q4 | $1.75M | Buy |
29,626
+5,220
| +21% | +$297K | 0.13% | 277 |
|
|
2023
Q3 | $1.37M | Buy |
+24,406
| New | +$1.46M | 0.11% | 295 |
|
|
2023
Q2 | – | Sell |
-54,055
| Closed | -$3.35M | – | 813 |
|
|
2023
Q1 | $3.35M | Buy |
54,055
+6,255
| +13% | +$379K | 0.37% | 51 |
|
|
2022
Q4 | $3.04M | Buy |
47,800
+7,832
| +20% | +$473K | 0.34% | 82 |
|
|
2022
Q3 | $2.24M | Sell |
39,968
-15,012
| -27% | -$933K | 0.17% | 182 |
|
|
2022
Q2 | $3.46M | Buy |
54,980
+46,971
| +586% | +$2.98M | 0.27% | 123 |
|
|
2022
Q1 | $497K | Buy |
+8,009
| New | +$487K | 0.04% | 424 |
|
|
2021
Q4 | – | Sell |
-11,913
| Closed | -$625K | – | 535 |
|
|
2021
Q3 | $625K | Buy |
11,913
+7,945
| +200% | +$443K | 0.04% | 368 |
|
|
2021
Q2 | $215K | Sell |
3,968
-60,240
| -94% | -$3.28M | 0.01% | 420 |
|
|
2021
Q1 | $3.38M | Buy |
64,208
+44,769
| +230% | +$2.25M | 0.19% | 195 |
|
|
2020
Q4 | $1.07M | Buy |
19,439
+11,766
| +153% | +$608K | 0.05% | 287 |
|
|
2020
Q3 | $379K | Buy |
+7,673
| New | +$369K | 0.02% | 260 |
|
|
2020
Q1 | – | Sell |
-9,520
| Closed | -$527K | – | 345 |
|
|
2019
Q4 | $527K | Sell |
9,520
-8,524
| -47% | -$458K | 0.03% | 272 |
|
|
2019
Q3 | $982K | Buy |
18,044
+490
| +3% | +$26.2K | 0.09% | 184 |
|
|
2019
Q2 | $894K | Sell |
17,554
-25,380
| -59% | -$1.24M | 0.1% | 149 |
|
|
2019
Q1 | $2.01M | Buy |
+42,934
| New | +$2.01M | 0.3% | 97 |
|
|
2018
Q2 | – | Sell |
-6,212
| Closed | -$270K | – | 278 |
|
|
2018
Q1 | $270K | Buy |
+6,212
| New | +$279K | 0.05% | 228 |
|
|
2017
Q2 | – | Sell |
-6,414
| Closed | -$272K | – | 138 |
|
|
2017
Q1 | $272K | Buy |
+6,414
| New | +$268K | 0.12% | 129 |
|
|
2016
Q2 | – | Sell |
-11,618
| Closed | -$539K | – | 63 |
|
|
2016
Q1 | $539K | Buy |
+11,618
| New | +$506K | 0.61% | 43 |
|
|
2015
Q3 | – | Sell |
-7,499
| Closed | -$294K | – | 83 |
|
|
2015
Q2 | $294K | Buy |
+7,499
| New | +$305K | 0.2% | 92 |
|
|
2014
Q2 | – | Sell |
-6,429
| Closed | -$249K | – | 86 |
|
|
2014
Q1 | $249K | Buy |
+6,429
| New | +$248K | 0.26% | 33 |
|
Other funds holding KO
VCM
VPM
Edgestream Partners's KO Position: Q1 2026 in Review
Edgestream Partners opened a new position in Coca-Cola (KO) in Q1 2026: 15,045 shares worth $1.14M. The stake represents 0.04% of the portfolio and ranks #606 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in KO as recently as Q1 2025.
Edgestream Partners first reported a position in KO in Q1 2014 and has held it in 26 quarters since. The position peaked at $3.46M in Q2 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Edgestream Partners held 15,045 shares of Coca-Cola worth $1.14M as of Q1 2026.
- Coca-Cola was a new Edgestream Partners position in Q1 2026.
- Coca-Cola made up 0.04% of Edgestream Partners's portfolio in Q1 2026, its #606 holding.
- Edgestream Partners first reported a position in Coca-Cola in Q1 2014 and has held it in 26 quarters since.
- Edgestream Partners's Coca-Cola position peaked at $3.46M in Q2 2022.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.