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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
Q2 		$1.77M Sell
21,825
-112
-0.5% -$8.85K 0.56% 45
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 $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 Investment Advisors's KO Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Coca-Cola (KO) stake by 0.51% in Q2 2026, selling an estimated $8.85K and leaving 21,825 shares worth $1.77M. The position accounts for 0.56% of the portfolio, ranked #45.

Beacon Investment Advisors first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Beacon Investment Advisors held 21,825 shares of Coca-Cola worth $1.77M as of Q2 2026.
  • Beacon Investment Advisors sold 112 Coca-Cola shares in Q2 2026, an estimated $8.85K.
  • Coca-Cola made up 0.56% of Beacon Investment Advisors's portfolio in Q2 2026, its #45 holding.
  • Beacon Investment Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.