Beacon Investment Advisory Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $452K | Sell |
5,565
-2,759
| -33% | -$218K | 0.02% | 191 |
|
|
2026
Q1 | $633K | Sell |
8,324
-438
| -5% | -$33.1K | 0.03% | 169 |
|
|
2025
Q4 | $613K | Buy |
8,762
+186
| +2% | +$13K | 0.03% | 163 |
|
|
2025
Q3 | $569K | Sell |
8,576
-2,911
| -25% | -$200K | 0.02% | 165 |
|
|
2025
Q2 | $813K | Buy |
11,487
+4,919
| +75% | +$350K | 0.04% | 140 |
|
|
2025
Q1 | $470K | Sell |
6,568
-603
| -8% | -$40.3K | 0.02% | 169 |
|
|
2024
Q4 | $446K | Buy |
7,171
+232
| +3% | +$15.1K | 0.02% | 177 |
|
|
2024
Q3 | $499K | Buy |
6,939
+522
| +8% | +$35.7K | 0.02% | 179 |
|
|
2024
Q2 | $408K | Buy |
6,417
+78
| +1% | +$4.83K | 0.02% | 185 |
|
|
2024
Q1 | $388K | Sell |
6,339
-925
| -13% | -$55.6K | 0.02% | 201 |
|
|
2023
Q4 | $428K | Buy |
7,264
+1,114
| +18% | +$63.3K | 0.02% | 191 |
|
|
2023
Q3 | $344K | Buy |
6,150
+61
| +1% | +$3.66K | 0.02% | 222 |
|
|
2023
Q2 | $367K | Sell |
6,089
-500
| -8% | -$31.1K | 0.02% | 218 |
|
|
2023
Q1 | $409K | Hold |
6,589
| – | – | 0.02% | 205 |
|
|
2022
Q4 | $419K | Sell |
6,589
-108
| -2% | -$6.52K | 0.02% | 200 |
|
|
2022
Q3 | $375K | Buy |
6,697
+108
| +2% | +$6.71K | 0.02% | 208 |
|
|
2022
Q2 | $415K | Hold |
6,589
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $408K | Sell |
6,589
-324
| -5% | -$19.7K | 0.02% | 228 |
|
|
2021
Q4 | $409K | Buy |
6,913
+194
| +3% | +$10.8K | 0.02% | 231 |
|
|
2021
Q3 | $353K | Hold |
6,719
| – | – | 0.01% | 238 |
|
|
2021
Q2 | $364K | Sell |
6,719
-292
| -4% | -$15.9K | 0.01% | 246 |
|
|
2021
Q1 | $370K | Sell |
7,011
-715
| -9% | -$36K | 0.02% | 233 |
|
|
2020
Q4 | $424K | Buy |
7,726
+387
| +5% | +$20K | 0.02% | 198 |
|
|
2020
Q3 | $362K | Buy |
7,339
+284
| +4% | +$13.7K | 0.02% | 191 |
|
|
2020
Q2 | $315K | Sell |
7,055
-175
| -2% | -$8.06K | 0.02% | 190 |
|
|
2020
Q1 | $320K | Sell |
7,230
-4,360
| -38% | -$235K | 0.02% | 188 |
|
|
2019
Q4 | $642K | Hold |
11,590
| – | – | 0.03% | 161 |
|
|
2019
Q3 | $631K | Buy |
11,590
+1,440
| +14% | +$77.1K | 0.06% | 138 |
|
|
2019
Q2 | $517K | Sell |
10,150
-448
| -4% | -$22K | 0.05% | 135 |
|
|
2019
Q1 | $497K | Sell |
10,598
-1,003
| -9% | -$46.9K | 0.05% | 144 |
|
|
2018
Q4 | $549K | Sell |
11,601
-121
| -1% | -$5.79K | 0.06% | 147 |
|
|
2018
Q3 | $541K | Sell |
11,722
-8,956
| -43% | -$409K | 0.05% | 153 |
|
|
2018
Q2 | $907K | Sell |
20,678
-780
| -4% | -$33.7K | 0.09% | 119 |
|
|
2018
Q1 | $932K | Sell |
21,458
-1,550
| -7% | -$69.6K | 0.1% | 120 |
|
|
2017
Q4 | $1.06M | Sell |
23,008
-1,745
| -7% | -$80.2K | 0.11% | 113 |
|
|
2017
Q3 | $1.11M | Buy |
+24,753
| New | +$1.13M | 0.1% | 124 |
|
Other funds holding KO
RG
ECSS
AIM
FOFI
Beacon Investment Advisory Services's KO Position: Q2 2026 in Review
Beacon Investment Advisory Services reduced its Coca-Cola (KO) stake by 33% in Q2 2026, selling an estimated $218K and leaving 5,565 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #191.
Beacon Investment Advisory Services first reported a position in KO in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.11M in Q3 2017. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Beacon Investment Advisory Services held 5,565 shares of Coca-Cola worth $452K as of Q2 2026.
- Beacon Investment Advisory Services sold 2,759 Coca-Cola shares in Q2 2026, an estimated $218K.
- Coca-Cola made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #191 holding.
- Beacon Investment Advisory Services first reported a position in Coca-Cola in Q3 2017 and has held it in 36 quarters since.
- Beacon Investment Advisory Services's Coca-Cola position peaked at $1.11M in Q3 2017.
- 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.