KO COCA COLA CO Com

Ownership history in EDGAR LOMAX CO/VA  ·  71 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported COCA COLA CO Com (KO) in 71 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 4.32% in 2025 Q1. The latest visible filing shows KO at 3.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EDGAR LOMAX CO/VA's position in COCA COLA CO Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KO was reported at 3.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.32% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EDGAR LOMAX CO/VA held KO — position size vs. price
% of Fund (quarterly)    KO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 718,965 -16,370 -2.2% 3.82% $50.3M 2026-02-14 (Est.) $78.14
2025 Q3 REDUCED 735,335 -214,990 -22.6% 3.82% $48.8M 2025-11-12 $70.53
2025 Q2 REDUCED 950,325 -15,235 -1.6% 4.25% $67.2M 2025-08-12 $69.21
2025 Q1 ADDED 965,560 +81,410 +9.2% 4.32% $69.2M 2025-05-14 $67.21
2024 Q4 REDUCED 884,150 -16,960 -1.9% 3.55% $55.0M 2025-02-13 $67.05
2024 Q3 REDUCED 901,110 -14,180 -1.5% 3.95% $64.8M 2024-11-14 $59.89
2024 Q2 REDUCED 915,290 -15,890 -1.7% 3.77% $58.3M 2024-08-13 $65.10
2024 Q1 REDUCED 931,180 -203,357 -17.9% 3.52% $57.0M 2024-05-14 $59.54
63 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EDGAR LOMAX CO/VA and KO

These are the practical questions this page is built to answer before you even open the full history table.

How long has EDGAR LOMAX CO/VA reported owning KO?

EDGAR LOMAX CO/VA reported KO across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported KO position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for KO was 4.32% in 2025 Q1.

What is the latest reported KO position on this page?

The most recent filing on this page is 2025 Q4, when EDGAR LOMAX CO/VA reported 718,965 shares, equal to 3.82% of portfolio, with an estimated market value of $50.3M.

What does the chart on this KO ownership page compare?

The chart compares EDGAR LOMAX CO/VA's quarterly KO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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