Edgewood Management’s Coca-Cola KO Stock Holding History

Edgewood 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
2026 Q2	$1.68M	Hold	20,721	–	–	0.02%	59
2026 Q1	$1.58M	Hold	20,721	–	–	0.01%	57
2025 Q4	$1.45M	Hold	20,721	–	–	0.01%	64
2025 Q3	$1.37M	Hold	20,721	–	–	﹤0.01%	62
2025 Q2	$1.47M	Hold	20,721	–	–	﹤0.01%	58
2025 Q1	$1.48M	Sell	20,721 -950	-4%	-$63.4K	0.01%	58
2024 Q4	$1.35M	Hold	21,671	–	–	﹤0.01%	63
2024 Q3	$1.56M	Hold	21,671	–	–	﹤0.01%	57
2024 Q2	$1.38M	Hold	21,671	–	–	﹤0.01%	58
2024 Q1	$1.33M	Sell	21,671 -1,000	-4%	-$60.1K	﹤0.01%	55
2023 Q4	$1.34M	Hold	22,671	–	–	﹤0.01%	55
2023 Q3	$1.27M	Hold	22,671	–	–	﹤0.01%	52
2023 Q2	$1.37M	Hold	22,671	–	–	﹤0.01%	51
2023 Q1	$1.41M	Hold	22,671	–	–	﹤0.01%	49
2022 Q4	$1.44M	Hold	22,671	–	–	0.01%	47
2022 Q3	$1.27M	Hold	22,671	–	–	﹤0.01%	44
2022 Q2	$1.43M	Hold	22,671	–	–	﹤0.01%	45
2022 Q1	$1.41M	Hold	22,671	–	–	﹤0.01%	48
2021 Q4	$1.34M	Sell	22,671 -5,009	-18%	-$279K	﹤0.01%	49
2021 Q3	$1.45M	Hold	27,680	–	–	﹤0.01%	46
2021 Q2	$1.5M	Hold	27,680	–	–	﹤0.01%	47
2021 Q1	$1.46M	Hold	27,680	–	–	﹤0.01%	46
2020 Q4	$1.52M	Hold	27,680	–	–	﹤0.01%	45
2020 Q3	$1.37M	Hold	27,680	–	–	﹤0.01%	45
2020 Q2	$1.24M	Hold	27,680	–	–	﹤0.01%	46
2020 Q1	$1.23M	Hold	27,680	–	–	﹤0.01%	43
2019 Q4	$1.53M	Hold	27,680	–	–	﹤0.01%	44
2019 Q3	$1.51M	Sell	27,680 -300	-1%	-$16.1K	﹤0.01%	44
2019 Q2	$1.43M	Sell	27,980 -500	-2%	-$24.5K	﹤0.01%	44
2019 Q1	$1.33M	Hold	28,480	–	–	﹤0.01%	44
2018 Q4	$1.35M	Sell	28,480 -5,040	-15%	-$241K	0.01%	46
2018 Q3	$1.55M	Hold	33,520	–	–	0.01%	41
2018 Q2	$1.47M	Hold	33,520	–	–	0.01%	41
2018 Q1	$1.46M	Hold	33,520	–	–	0.01%	41
2017 Q4	$1.54M	Hold	33,520	–	–	0.01%	42
2017 Q3	$1.51M	Hold	33,520	–	–	0.01%	41
2017 Q2	$1.5M	Sell	33,520 -250	-0.7%	-$11K	0.01%	41
2017 Q1	$1.43M	Hold	33,770	–	–	0.01%	41
2016 Q4	$1.4M	Sell	33,770 -180	-0.5%	-$7.49K	0.01%	43
2016 Q3	$1.44M	Sell	33,950 -10	-0%	-$438	0.01%	42
2016 Q2	$1.54M	Hold	33,960	–	–	0.01%	39
2016 Q1	$1.57M	Hold	33,960	–	–	0.01%	39
2015 Q4	$1.46M	Sell	33,960 -600	-2%	-$25.5K	0.01%	42
2015 Q3	$1.39M	Buy	34,560 +600	+2%	+$24K	0.01%	41
2015 Q2	$1.33M	Hold	33,960	–	–	0.01%	39
2015 Q1	$1.38M	Sell	33,960 -11,200	-25%	-$468K	0.01%	42
2014 Q4	$1.91M	Sell	45,160 -4,482	-9%	-$191K	0.02%	42
2014 Q3	$2.12M	Sell	49,642 -1,900	-4%	-$78.5K	0.02%	40
2014 Q2	$2.18M	Sell	51,542 -210	-0.4%	-$8.52K	0.02%	39
2014 Q1	$2M	Hold	51,752	–	–	0.02%	41
2013 Q4	$2.14M	Hold	51,752	–	–	0.02%	41
2013 Q3	$1.96M	Hold	51,752	–	–	0.02%	40
2013 Q2	$2.08M	Buy	+51,752	New	+$2.14M	0.03%	40

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edgewood Management's KO Position: Q2 2026 in Review

Edgewood Management held its Coca-Cola (KO) position steady in Q2 2026 at 20,721 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #59.

Edgewood Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.18M in Q2 2014. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Edgewood Management held 20,721 shares of Coca-Cola worth $1.68M as of Q2 2026.
Edgewood Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.02% of Edgewood Management's portfolio in Q2 2026, its #59 holding.
Edgewood Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Edgewood Management's Coca-Cola position peaked at $2.18M in Q2 2014.
3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Edgewood Management's 13F filing for Q2 2026, filed 13 Aug 2026.