Beacon Capital Management LLC (Tennessee)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
3,289
-231
| -7% | -$16.3K | 0.03% | 115 |
|
|
2025
Q1 | $252K | Buy |
3,520
+114
| +3% | +$8.17K | 0.03% | 109 |
|
|
2024
Q4 | $212K | Sell |
3,406
-367
| -10% | -$22.9K | 0.03% | 110 |
|
|
2024
Q3 | $271K | Sell |
3,773
-1,333
| -26% | -$95.8K | 0.04% | 98 |
|
|
2024
Q2 | $325K | Sell |
5,106
-183
| -3% | -$11.6K | 0.06% | 74 |
|
|
2024
Q1 | $324K | Buy |
5,289
+19
| +0.4% | +$1.16K | 0.07% | 68 |
|
|
2023
Q4 | $295K | Sell |
5,270
-1,021
| -16% | -$57.2K | 0.08% | 59 |
|
|
2023
Q3 | $379K | Hold |
6,291
| – | – | 0.1% | 52 |
|
|
2023
Q2 | $379K | Buy |
6,291
+239
| +4% | +$14.4K | 0.1% | 52 |
|
|
2023
Q1 | $375K | Buy |
6,052
+224
| +4% | +$13.9K | 0.11% | 52 |
|
|
2022
Q4 | $371K | Buy |
5,828
+1,029
| +21% | +$65.5K | 0.13% | 53 |
|
|
2022
Q3 | $301K | Sell |
4,799
-9
| -0.2% | -$564 | 0.1% | 62 |
|
|
2022
Q2 | $297K | Sell |
4,808
-2,040
| -30% | -$126K | 0.07% | 65 |
|
|
2022
Q1 | $424K | Buy |
+6,848
| New | +$424K | 0.1% | 58 |
|