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Beacon Investment Advisors’s Coca-Cola KO Stock Holding History

Beacon Investment Advisors’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
Q1 		$1.67M Sell
21,937
-280
-1% -$21.2K 0.63% 46
2025
Q4 		$1.55M Buy
22,217
+86
+0.4% +$6K 0.62% 46
2025
Q3 		$1.47M Buy
22,131
+54
+0.2% +$3.72K 0.6% 52
2025
Q2 		$1.55M Buy
22,077
+53
+0.2% +$3.77K 0.67% 47
2025
Q1 		$1.58M Buy
22,024
+9
+0% +$601 0.75% 41
2024
Q4 		$1.37M Sell
22,015
-913
-4% -$59.6K 0.64% 48
2024
Q3 		$1.65M Buy
22,928
+54
+0.2% +$3.7K 0.78% 39
2024
Q2 		$1.46M Sell
22,874
-39
-0.2% -$2.41K 0.74% 42
2024
Q1 		$1.4M Buy
22,913
+20
+0.1% +$1.2K 0.8% 41
2023
Q4 		$1.35M Sell
22,893
-815
-3% -$46.3K 0.86% 37
2023
Q3 		$1.33M Buy
23,708
+89
+0.4% +$5.34K 0.94% 36
2023
Q2 		$1.42M Sell
23,619
-1,002
-4% -$62.3K 0.97% 32
2023
Q1 		$1.53M Hold
24,621
– – 1.11% 25
2022
Q4 		$1.57M Buy
+24,621
New +$1.49M 1.31% 22

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Investment Advisors's KO Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Coca-Cola (KO) stake by 1.3% in Q1 2026, selling an estimated $21.2K and leaving 21,937 shares worth $1.67M. The position accounts for 0.63% of the portfolio, ranked #46.

Beacon Investment Advisors first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Beacon Investment Advisors held 21,937 shares of Coca-Cola worth $1.67M as of Q1 2026.
  • Beacon Investment Advisors sold 280 Coca-Cola shares in Q1 2026, an estimated $21.2K.
  • Coca-Cola made up 0.63% of Beacon Investment Advisors's portfolio in Q1 2026, its #46 holding.
  • Beacon Investment Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.