Position in KO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,144,172
+$516,065 QoQ
Shares Held
15,045
+71.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Edgestream Partners, L.P. holds $2,955,037 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (38.7% of the industry book) .
All Filings in KO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,144,172 | 15,045 | Shares | Sole | 2026-05-18 | |
| 2025-03-31 | $628,107 | 8,770 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $2,705,169 | 37,645 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $776,848 | 12,205 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,649,155 | 43,301 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,745,860 | 29,626 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,366,247 | 24,406 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $3,353,031 | 54,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,040,558 | 47,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,239,007 | 39,968 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,458,791 | 54,980 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $496,558 | 8,009 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $625,075 | 11,913 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $214,708 | 3,968 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,384,403 | 64,208 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,066,034 | 19,439 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $378,816 | 7,673 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||