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BCMIO
Beacon Capital Management Inc (Ohio)’s
Coca-Cola
KO
Stock Holding History
Beacon Capital Management Inc (Ohio)’s Portfolio
KO Stock Details
KO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
–
Sell
-45
Closed
-$2K
–
82
2020
Q1
$2K
Buy
+45
New
+$2.43K
﹤0.01%
67
2019
Q3
–
Sell
-2
Closed
–
–
114
2019
Q2
$0
Buy
+2
New
+$98
﹤0.01%
138
2018
Q2
–
Sell
-85
Closed
-$4K
–
84
2018
Q1
$4K
Buy
+85
New
+$3.82K
﹤0.01%
54
2017
Q2
–
Sell
-1
Closed
–
–
140
2017
Q1
$0
Buy
+1
New
+$42
﹤0.01%
145
2016
Q4
–
Sell
-500
Closed
-$21K
–
83
2016
Q3
$21K
Sell
500
-1,662
-77%
-$72.8K
﹤0.01%
61
2016
Q2
$98K
Sell
2,162
-1,208
-36%
-$54.6K
0.01%
44
2016
Q1
$156K
Sell
3,370
-806
-19%
-$35.1K
0.01%
40
2015
Q4
$179K
Sell
4,176
-1,822
-30%
-$77.3K
0.01%
41
2015
Q3
$241K
Sell
5,998
-398
-6%
-$15.9K
0.02%
28
2015
Q2
$251K
Sell
6,396
-3,655
-36%
-$149K
0.02%
43
2015
Q1
$408K
Buy
10,051
+100
+1%
+$4.18K
0.04%
36
2014
Q4
$420K
Sell
9,951
-2,500
-20%
-$107K
0.05%
36
2014
Q3
$531K
Sell
12,451
-50
-0.4%
-$2.07K
0.08%
33
2014
Q2
$530K
Sell
12,501
-881
-7%
-$35.7K
0.1%
34
2014
Q1
$517K
Sell
13,382
-2,144
-14%
-$82.8K
0.12%
33
2013
Q4
$641K
Buy
+15,526
New
+$612K
0.19%
32
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$1.66T AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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