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

Beacon Financial Strategies’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	$340K	Hold	4,181	–	–	0.17%	34
2026 Q1	$318K	Hold	4,181	–	–	0.18%	29
2025 Q4	$292K	Sell	4,181 -150	-3%	-$10.5K	0.16%	30
2025 Q3	$287K	Sell	4,331 -1,192	-22%	-$82K	0.17%	30
2025 Q2	$391K	Hold	5,523	–	–	0.25%	24
2025 Q1	$396K	Buy	5,523 +300	+6%	+$20K	0.27%	23
2024 Q4	$325K	Hold	5,223	–	–	0.22%	26
2024 Q3	$375K	Hold	5,223	–	–	0.26%	26
2024 Q2	$332K	Sell	5,223 -55	-1%	-$3.4K	0.24%	25
2024 Q1	$323K	Hold	5,278	–	–	0.23%	25
2023 Q4	$311K	Sell	5,278 -33	-0.6%	-$1.87K	0.24%	25
2023 Q3	$297K	Sell	5,311 -1,100	-17%	-$66K	0.26%	27
2023 Q2	$386K	Hold	6,411	–	–	0.32%	25
2023 Q1	$398K	Sell	6,411 -145	-2%	-$8.78K	0.34%	20
2022 Q4	$417K	Sell	6,556 -145	-2%	-$8.75K	0.38%	17
2022 Q3	$375K	Hold	6,701	–	–	0.36%	19
2022 Q2	$422K	Hold	6,701	–	–	0.39%	18
2022 Q1	$415K	Sell	6,701 -38	-0.6%	-$2.31K	0.36%	19
2021 Q4	$399K	Sell	6,739 -95	-1%	-$5.29K	0.34%	24
2021 Q3	$359K	Hold	6,834	–	–	0.33%	21
2021 Q2	$370K	Buy	+6,834	New	+$372K	0.32%	21

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

Beacon Financial Strategies held its Coca-Cola (KO) position steady in Q2 2026 at 4,181 shares worth $340K. The position accounts for 0.17% of the portfolio, ranked #34.

Beacon Financial Strategies first reported a position in KO in Q2 2021 and has held it in 21 quarters since. The position peaked at $422K in Q2 2022. 1,601 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Beacon Financial Strategies held 4,181 shares of Coca-Cola worth $340K as of Q2 2026.
Beacon Financial Strategies left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.17% of Beacon Financial Strategies's portfolio in Q2 2026, its #34 holding.
Beacon Financial Strategies first reported a position in Coca-Cola in Q2 2021 and has held it in 21 quarters since.
Beacon Financial Strategies's Coca-Cola position peaked at $422K in Q2 2022.
1,601 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.