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Hudson Edge Investment Partners’s Coca-Cola KO Stock Holding History

Hudson Edge Investment Partners’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
2025
Q1 		– Sell
-100
Closed -$6.23K – 148
2024
Q4 		$6.23K Hold
100
– – ﹤0.01% 167
2024
Q3 		$7.19K Sell
100
-76,479
-100% -$5.24M ﹤0.01% 179
2024
Q2 		$4.87M Sell
76,579
-11,893
-13% -$736K 0.94% 42
2024
Q1 		$5.41M Buy
88,472
+1,848
+2% +$111K 1.06% 45
2023
Q4 		$5.1M Sell
86,624
-2,161
-2% -$123K 1.19% 44
2023
Q3 		$4.97M Sell
88,785
-370
-0.4% -$22.2K 1.62% 37
2023
Q2 		$5.37M Sell
89,155
-2,208
-2% -$137K 1.71% 33
2023
Q1 		$5.67M Buy
91,363
+28,967
+46% +$1.75M 1.76% 17
2022
Q4 		$3.97M Sell
62,396
-55
-0.1% -$3.32K 1.35% 43
2022
Q3 		$3.5M Sell
62,451
-8,712
-12% -$541K 1.3% 43
2022
Q2 		$4.48M Sell
71,163
-10,534
-13% -$668K 1.63% 21
2022
Q1 		$5.07M Buy
81,697
+4,246
+5% +$258K 1.6% 23
2021
Q4 		$4.59M Sell
77,451
-6,298
-8% -$351K 1.42% 38
2021
Q3 		$4.39M Sell
83,749
-2,060
-2% -$115K 1.44% 38
2021
Q2 		$4.64M Buy
+85,809
New +$4.67M 1.48% 32

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hudson Edge Investment Partners's KO Position: Q1 2025 in Review

Hudson Edge Investment Partners sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 100 shares — an estimated $6.23K sold.

Hudson Edge Investment Partners first reported a position in KO in Q2 2021 and held it in 15 quarters. The position peaked at $5.67M in Q1 2023. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Hudson Edge Investment Partners reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 100 Coca-Cola shares in Q1 2025, an estimated $6.23K.
  • Hudson Edge Investment Partners first reported a position in Coca-Cola in Q2 2021 and held it in 15 quarters.
  • Hudson Edge Investment Partners's Coca-Cola position peaked at $5.67M in Q1 2023.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2025, filed 28 Apr 2025.