Beacon Pointe Advisors’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
Q1 | $29.5M | Buy |
388,392
+110,702
| +40% | +$8.37M | 0.16% | 136 |
|
|
2025
Q4 | $19.4M | Buy |
277,690
+1,994
| +0.7% | +$139K | 0.14% | 167 |
|
|
2025
Q3 | $18.3M | Sell |
275,696
-5,617
| -2% | -$387K | 0.15% | 141 |
|
|
2025
Q2 | $19.9M | Sell |
281,313
-10,798
| -4% | -$769K | 0.21% | 111 |
|
|
2025
Q1 | $20.9M | Sell |
292,111
-54,352
| -16% | -$3.63M | 0.23% | 101 |
|
|
2024
Q4 | $21.6M | Sell |
346,463
-31,984
| -8% | -$2.09M | 0.24% | 99 |
|
|
2024
Q3 | $27.2M | Buy |
378,447
+16,855
| +5% | +$1.15M | 0.31% | 70 |
|
|
2024
Q2 | $23M | Sell |
361,592
-17,425
| -5% | -$1.08M | 0.27% | 80 |
|
|
2024
Q1 | $23.2M | Sell |
379,017
-71,506
| -16% | -$4.3M | 0.26% | 86 |
|
|
2023
Q4 | $26.5M | Buy |
450,523
+89,139
| +25% | +$5.06M | 0.32% | 68 |
|
|
2023
Q3 | $20.2M | Buy |
361,384
+68,550
| +23% | +$4.11M | 0.25% | 95 |
|
|
2023
Q2 | $17.6M | Sell |
292,834
-38,620
| -12% | -$2.4M | 0.29% | 83 |
|
|
2023
Q1 | $20.6M | Buy |
331,454
+100,528
| +44% | +$6.09M | 0.35% | 71 |
|
|
2022
Q4 | $14.7M | Buy |
230,926
+47,976
| +26% | +$2.9M | 0.28% | 87 |
|
|
2022
Q3 | $10.2M | Buy |
182,950
+18,269
| +11% | +$1.14M | 0.23% | 102 |
|
|
2022
Q2 | $10.4M | Sell |
164,681
-122,115
| -43% | -$7.74M | 0.22% | 108 |
|
|
2022
Q1 | $17.8M | Buy |
286,796
+173,757
| +154% | +$10.6M | 0.24% | 99 |
|
|
2021
Q4 | $6.69M | Buy |
113,039
+1,964
| +2% | +$109K | 0.17% | 120 |
|
|
2021
Q3 | $5.83M | Buy |
111,075
+35,796
| +48% | +$2M | 0.14% | 151 |
|
|
2021
Q2 | $4.07M | Buy |
75,279
+53,283
| +242% | +$2.9M | 0.14% | 138 |
|
|
2021
Q1 | $1.16M | Buy |
21,996
+1,328
| +6% | +$66.8K | 0.07% | 195 |
|
|
2020
Q4 | $1.13M | Buy |
20,668
+7,959
| +63% | +$412K | 0.08% | 183 |
|
|
2020
Q3 | $628K | Sell |
12,709
-3,974
| -24% | -$191K | 0.06% | 205 |
|
|
2020
Q2 | $744K | Buy |
16,683
+5,346
| +47% | +$246K | 0.07% | 190 |
|
|
2020
Q1 | $498K | Buy |
11,337
+5,254
| +86% | +$284K | 0.08% | 177 |
|
|
2019
Q4 | $336K | Buy |
6,083
+1,765
| +41% | +$94.9K | 0.1% | 161 |
|
|
2019
Q3 | $232K | Sell |
4,318
-1,622
| -27% | -$86.9K | 0.1% | 156 |
|
|
2019
Q2 | $303K | Sell |
5,940
-48
| -0.8% | -$2.35K | 0.11% | 157 |
|
|
2019
Q1 | $281K | Buy |
5,988
+1,110
| +23% | +$51.9K | 0.11% | 150 |
|
|
2018
Q4 | $230K | Buy |
+4,878
| New | +$233K | 0.14% | 144 |
|
Other funds holding KO
VCM
VPM
Beacon Pointe Advisors's KO Position: Q1 2026 in Review
Beacon Pointe Advisors increased its Coca-Cola (KO) stake by 40% in Q1 2026, buying an estimated $8.37M and bringing the position to 388,392 shares worth $29.5M. The position accounts for 0.16% of the portfolio, ranked #136.
Beacon Pointe Advisors first reported a position in KO in Q4 2018 and has held it in 30 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Beacon Pointe Advisors held 388,392 shares of Coca-Cola worth $29.5M as of Q1 2026.
- Beacon Pointe Advisors bought 110,702 Coca-Cola shares in Q1 2026, an estimated $8.37M.
- Coca-Cola made up 0.16% of Beacon Pointe Advisors's portfolio in Q1 2026, its #136 holding.
- Beacon Pointe Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.