Edgestream Partners, L.P.

Position in KO — Coca Cola Co

CIK 1535061 Princeton, NJ

Position in KO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$583,274

-$560,898 QoQ

Shares Held

7,177

-52.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,364

of 3,621 holders

Holding Since

Sep 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Edgestream Partners, L.P. holds $2,042,771 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COKE	Coca-Cola Consolidated, Inc.	6,048	$1,154,684
2	KO	Coca Cola Co This page	7,177	$583,274
3	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	3,046	$304,813

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,274	7,177	-52.3%	Shares	Sole	2026-08-11
2026-03-31	$1,144,172	15,045	+71.6%	Shares	Sole	2026-05-18
2025-03-31	$628,107	8,770	-76.7%	Shares	Sole	2025-05-02
2024-09-30	$2,705,169	37,645	+208.4%	Shares	Sole	2024-11-14
2024-06-30	$776,848	12,205	-71.8%	Shares	Sole	2024-08-09
2024-03-31	$2,649,155	43,301	+46.2%	Shares	Sole	2024-05-10
2023-12-31	$1,745,860	29,626	+21.4%	Shares	Sole	2024-02-14
2023-09-30	$1,366,247	24,406	-54.8%	Shares	Sole	2023-11-15
2023-03-31	$3,353,031	54,055	+13.1%	Shares	Sole	2023-05-15
2022-12-31	$3,040,558	47,800	+19.6%	Shares	Sole	2023-02-13
2022-09-30	$2,239,007	39,968	-27.3%	Shares	Sole	2022-11-14
2022-06-30	$3,458,791	54,980	+586.5%	Shares	Sole	2022-08-12
2022-03-31	$496,558	8,009	-32.8%	Shares	Sole	2022-05-13
2021-09-30	$625,075	11,913	+200.2%	Shares	Sole	2021-11-15
2021-06-30	$214,708	3,968	-93.8%	Shares	Sole	2021-08-10
2021-03-31	$3,384,403	64,208	+230.3%	Shares	Sole	2021-05-06
2020-12-31	$1,066,034	19,439	+153.3%	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.