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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
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 – – 111
2019
Q2 		$0 Buy
+2
New +$98 ﹤0.01% 135
2018
Q2 		– Sell
-85
Closed -$4K – 81
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

Other funds holding KO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s KO Position: Q2 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of Coca-Cola (KO) in Q2 2020, closing a stake of 45 shares — an estimated $2K sold.

Beacon Capital Management Inc (Ohio) first reported a position in KO in Q4 2013 and held it in 16 quarters. The position peaked at $641K in Q4 2013. 2,265 funds tracked by Wall St. Rank hold KO as of Q2 2020.

  • Beacon Capital Management Inc (Ohio) reported no remaining Coca-Cola position as of Q2 2020 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 45 Coca-Cola shares in Q2 2020, an estimated $2K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Coca-Cola in Q4 2013 and held it in 16 quarters.
  • Beacon Capital Management Inc (Ohio)'s Coca-Cola position peaked at $641K in Q4 2013.
  • 2,265 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2020, filed 16 Jul 2020.