Beacon Investment Advisors’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 | $1.55M | Buy |
22,077
+53
| +0.2% | +$3.73K | 0.67% | 47 |
|
|
2025
Q1 | $1.58M | Buy |
22,024
+9
| +0% | +$645 | 0.75% | 41 |
|
|
2024
Q4 | $1.37M | Sell |
22,015
-913
| -4% | -$56.8K | 0.64% | 48 |
|
|
2024
Q3 | $1.65M | Buy |
22,928
+54
| +0.2% | +$3.88K | 0.78% | 39 |
|
|
2024
Q2 | $1.46M | Sell |
22,874
-39
| -0.2% | -$2.48K | 0.74% | 42 |
|
|
2024
Q1 | $1.4M | Buy |
22,913
+20
| +0.1% | +$1.22K | 0.8% | 41 |
|
|
2023
Q4 | $1.35M | Sell |
22,893
-815
| -3% | -$48K | 0.86% | 37 |
|
|
2023
Q3 | $1.33M | Buy |
23,708
+89
| +0.4% | +$4.98K | 0.94% | 36 |
|
|
2023
Q2 | $1.42M | Sell |
23,619
-1,002
| -4% | -$60.3K | 0.97% | 32 |
|
|
2023
Q1 | $1.53M | Hold |
24,621
| – | – | 1.11% | 25 |
|
|
2022
Q4 | $1.57M | Buy |
+24,621
| New | +$1.57M | 1.31% | 22 |
|