Edgewood Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Hold
20,721
﹤0.01% 58
2025
Q1
$1.48M Sell
20,721
-950
-4% -$68K 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% -$61.2K ﹤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% -$297K ﹤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% -$16.3K ﹤0.01% 44
2019
Q2
$1.43M Sell
27,980
-500
-2% -$25.5K ﹤0.01% 44
2019
Q1
$1.34M Hold
28,480
﹤0.01% 44
2018
Q4
$1.35M Sell
28,480
-5,040
-15% -$239K 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% -$11.2K 0.01% 41
2017
Q1
$1.43M Hold
33,770
0.01% 41
2016
Q4
$1.4M Sell
33,770
-180
-0.5% -$7.46K 0.01% 43
2016
Q3
$1.44M Sell
33,950
-10
-0% -$423 0.01% 42
2016
Q2
$1.54M Hold
33,960
0.01% 39
2016
Q1
$1.58M Hold
33,960
0.01% 39
2015
Q4
$1.46M Sell
33,960
-600
-2% -$25.8K 0.01% 42
2015
Q3
$1.39M Buy
34,560
+600
+2% +$24.1K 0.01% 41
2015
Q2
$1.33M Hold
33,960
0.01% 39
2015
Q1
$1.38M Sell
33,960
-11,200
-25% -$454K 0.01% 42
2014
Q4
$1.91M Sell
45,160
-4,482
-9% -$189K 0.02% 42
2014
Q3
$2.12M Sell
49,642
-1,900
-4% -$81.1K 0.02% 40
2014
Q2
$2.18M Sell
51,542
-210
-0.4% -$8.89K 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 +$2.08M 0.03% 40