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Beacon Financial Advisory’s Coca-Cola KO Stock Holding History

Beacon Financial Advisory’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
2026
Q2 		$2.17M Sell
26,735
-109
-0.4% -$8.61K 0.43% 48
2026
Q1 		$2.04M Buy
26,844
+136
+0.5% +$10.3K 0.46% 43
2025
Q4 		$1.87M Sell
26,708
-302
-1% -$21.1K 0.43% 49
2025
Q3 		$1.79M Sell
27,010
-65
-0.2% -$4.47K 0.42% 47
2025
Q2 		$1.92M Buy
27,075
+484
+2% +$34.5K 0.5% 37
2025
Q1 		$1.9M Buy
26,591
+81
+0.3% +$5.41K 0.58% 32
2024
Q4 		$1.65M Buy
26,510
+11,656
+78% +$761K 0.54% 38
2024
Q3 		$1.07M Sell
14,854
-1,805
-11% -$124K 0.36% 76
2024
Q2 		$1.06M Buy
16,659
+7,740
+87% +$479K 0.4% 61
2024
Q1 		$546K Buy
8,919
+167
+2% +$10K 0.27% 109
2023
Q4 		$516K Buy
8,752
+56
+0.6% +$3.18K 0.25% 117
2023
Q3 		$487K Buy
8,696
+48
+0.6% +$2.88K 0.27% 110
2023
Q2 		$521K Sell
8,648
-398
-4% -$24.8K 0.3% 108
2023
Q1 		$561K Buy
9,046
+400
+5% +$24.2K 0.36% 94
2022
Q4 		$550K Buy
8,646
+200
+2% +$12.1K 0.39% 84
2022
Q3 		$473K Sell
8,446
-1,342
-14% -$83.4K 0.34% 97
2022
Q2 		$616K Buy
9,788
+131
+1% +$8.3K 0.35% 92
2022
Q1 		$599K Sell
9,657
-134
-1% -$8.15K 0.29% 108
2021
Q4 		$580K Buy
9,791
+80
+0.8% +$4.46K 0.27% 114
2021
Q3 		$510K Buy
9,711
+53
+0.5% +$2.95K 0.27% 119
2021
Q2 		$523K Buy
9,658
+4
+0% +$218 0.28% 119
2021
Q1 		$509K Buy
9,654
+986
+11% +$49.6K 0.29% 114
2020
Q4 		$475K Buy
8,668
+1,383
+19% +$71.5K 0.31% 106
2020
Q3 		$359K Buy
+7,285
New +$350K 0.31% 113
2020
Q1 		– Sell
-7,686
Closed -$425K – 153
2019
Q4 		$425K Buy
+7,686
New +$413K 0.36% 82

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Financial Advisory's KO Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Coca-Cola (KO) stake by 0.41% in Q2 2026, selling an estimated $8.61K and leaving 26,735 shares worth $2.17M. The position accounts for 0.43% of the portfolio, ranked #48.

Beacon Financial Advisory first reported a position in KO in Q4 2019 and has held it in 25 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Beacon Financial Advisory held 26,735 shares of Coca-Cola worth $2.17M as of Q2 2026.
  • Beacon Financial Advisory sold 109 Coca-Cola shares in Q2 2026, an estimated $8.61K.
  • Coca-Cola made up 0.43% of Beacon Financial Advisory's portfolio in Q2 2026, its #48 holding.
  • Beacon Financial Advisory first reported a position in Coca-Cola in Q4 2019 and has held it in 25 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.