Beacon Investment Advisory Services’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 | $813K | Buy |
11,487
+4,919
| +75% | +$348K | 0.04% | 140 |
|
|
2025
Q1 | $470K | Sell |
6,568
-603
| -8% | -$43.2K | 0.02% | 168 |
|
|
2024
Q4 | $446K | Buy |
7,171
+232
| +3% | +$14.4K | 0.02% | 176 |
|
|
2024
Q3 | $499K | Buy |
6,939
+522
| +8% | +$37.5K | 0.02% | 179 |
|
|
2024
Q2 | $408K | Buy |
6,417
+78
| +1% | +$4.97K | 0.02% | 185 |
|
|
2024
Q1 | $388K | Sell |
6,339
-925
| -13% | -$56.6K | 0.02% | 201 |
|
|
2023
Q4 | $428K | Buy |
7,264
+1,114
| +18% | +$65.6K | 0.02% | 191 |
|
|
2023
Q3 | $344K | Buy |
6,150
+61
| +1% | +$3.42K | 0.02% | 222 |
|
|
2023
Q2 | $367K | Sell |
6,089
-500
| -8% | -$30.1K | 0.02% | 218 |
|
|
2023
Q1 | $409K | Hold |
6,589
| – | – | 0.02% | 205 |
|
|
2022
Q4 | $419K | Sell |
6,589
-108
| -2% | -$6.87K | 0.02% | 200 |
|
|
2022
Q3 | $375K | Buy |
6,697
+108
| +2% | +$6.05K | 0.02% | 208 |
|
|
2022
Q2 | $415K | Hold |
6,589
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $408K | Sell |
6,589
-324
| -5% | -$20.1K | 0.02% | 228 |
|
|
2021
Q4 | $409K | Buy |
6,913
+194
| +3% | +$11.5K | 0.02% | 231 |
|
|
2021
Q3 | $353K | Hold |
6,719
| – | – | 0.01% | 238 |
|
|
2021
Q2 | $364K | Sell |
6,719
-292
| -4% | -$15.8K | 0.01% | 246 |
|
|
2021
Q1 | $370K | Sell |
7,011
-715
| -9% | -$37.7K | 0.02% | 233 |
|
|
2020
Q4 | $424K | Buy |
7,726
+387
| +5% | +$21.2K | 0.02% | 198 |
|
|
2020
Q3 | $362K | Buy |
7,339
+284
| +4% | +$14K | 0.02% | 191 |
|
|
2020
Q2 | $315K | Sell |
7,055
-175
| -2% | -$7.81K | 0.02% | 190 |
|
|
2020
Q1 | $320K | Sell |
7,230
-4,360
| -38% | -$193K | 0.02% | 188 |
|
|
2019
Q4 | $642K | Hold |
11,590
| – | – | 0.03% | 161 |
|
|
2019
Q3 | $631K | Buy |
11,590
+1,440
| +14% | +$78.4K | 0.06% | 138 |
|
|
2019
Q2 | $517K | Sell |
10,150
-448
| -4% | -$22.8K | 0.05% | 135 |
|
|
2019
Q1 | $497K | Sell |
10,598
-1,003
| -9% | -$47K | 0.05% | 144 |
|
|
2018
Q4 | $549K | Sell |
11,601
-121
| -1% | -$5.73K | 0.06% | 147 |
|
|
2018
Q3 | $541K | Sell |
11,722
-8,956
| -43% | -$413K | 0.05% | 153 |
|
|
2018
Q2 | $907K | Sell |
20,678
-780
| -4% | -$34.2K | 0.09% | 119 |
|
|
2018
Q1 | $932K | Sell |
21,458
-1,550
| -7% | -$67.3K | 0.1% | 120 |
|
|
2017
Q4 | $1.06M | Sell |
23,008
-1,745
| -7% | -$80.1K | 0.11% | 113 |
|
|
2017
Q3 | $1.11M | Buy |
+24,753
| New | +$1.11M | 0.1% | 122 |
|