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Beaird Harris Wealth Management’s Coca-Cola KO Stock Holding History

Beaird Harris Wealth Management’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 		$236K Sell
2,898
-57
-2% -$4.5K 0.01% 134
2026
Q1 		$225K Buy
2,955
+565
+24% +$42.7K 0.02% 126
2025
Q4 		$167K Sell
2,390
-6
-0.3% -$418 0.01% 145
2025
Q3 		$159K Buy
2,396
+350
+17% +$24.1K 0.01% 146
2025
Q2 		$145K Buy
2,046
+303
+17% +$21.6K 0.01% 148
2025
Q1 		$125K Sell
1,743
-675
-28% -$45.1K 0.01% 147
2024
Q4 		$151K Buy
2,418
+9
+0.4% +$587 0.01% 141
2024
Q3 		$173K Buy
2,409
+880
+58% +$60.3K 0.02% 140
2024
Q2 		$97.3K Buy
1,529
+130
+9% +$8.05K 0.01% 165
2024
Q1 		$85.6K Buy
1,399
+740
+112% +$44.5K 0.01% 165
2023
Q4 		$38.9K Buy
659
+9
+1% +$511 ﹤0.01% 204
2023
Q3 		$36.4K Buy
650
+49
+8% +$2.94K ﹤0.01% 193
2023
Q2 		$36.2K Buy
601
+4
+0.7% +$249 ﹤0.01% 187
2023
Q1 		$37K Sell
597
-127
-18% -$7.69K 0.01% 185
2022
Q4 		$46K Buy
724
+136
+23% +$8.21K 0.01% 183
2022
Q3 		$33K Buy
588
+4
+0.7% +$249 0.01% 192
2022
Q2 		$37K Sell
584
-1,525
-72% -$96.7K 0.01% 157
2022
Q1 		$131K Buy
2,109
+129
+7% +$7.84K 0.05% 109
2021
Q4 		$117K Buy
+1,980
New +$110K 0.04% 150

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Beaird Harris Wealth Management's KO Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Coca-Cola (KO) stake by 1.9% in Q2 2026, selling an estimated $4.5K and leaving 2,898 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #134.

Beaird Harris Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,846 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Beaird Harris Wealth Management held 2,898 shares of Coca-Cola worth $236K as of Q2 2026.
  • Beaird Harris Wealth Management sold 57 Coca-Cola shares in Q2 2026, an estimated $4.5K.
  • Coca-Cola made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Beaird Harris Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 1,846 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.