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Beam Wealth Advisors’s Coca-Cola KO Stock Holding History

Beam Wealth 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 		$1.49M Sell
18,247
-387
-2% -$30.6K 0.33% 59
2026
Q1 		$1.43M Sell
18,634
-1,671
-8% -$126K 0.36% 58
2025
Q4 		$1.42M Buy
20,305
+1,196
+6% +$83.4K 0.39% 56
2025
Q3 		$1.27M Buy
19,109
+742
+4% +$51.1K 0.35% 63
2025
Q2 		$1.3M Buy
18,367
+545
+3% +$38.8K 0.39% 59
2025
Q1 		$1.28M Sell
17,822
-180
-1% -$12K 0.43% 56
2024
Q4 		$1.12M Buy
18,002
+1,833
+11% +$120K 0.35% 57
2024
Q3 		$1.16M Buy
16,169
+2,678
+20% +$183K 0.35% 57
2024
Q2 		$859K Buy
13,491
+6,179
+85% +$382K 0.29% 64
2024
Q1 		$447K Buy
7,312
+215
+3% +$12.9K 0.27% 64
2023
Q4 		$418K Buy
7,097
+47
+0.7% +$2.67K 0.27% 59
2023
Q3 		$395K Buy
7,050
+386
+6% +$23.2K 0.28% 60
2023
Q2 		$401K Buy
6,664
+1,508
+29% +$93.8K 0.28% 62
2023
Q1 		$320K Sell
5,156
-16
-0.3% -$969 0.32% 72
2022
Q4 		$329K Buy
5,172
+230
+5% +$13.9K 0.34% 66
2022
Q3 		$277K Buy
4,942
+340
+7% +$21.1K 0.31% 79
2022
Q2 		$290K Buy
4,602
+400
+10% +$25.4K 0.32% 79
2022
Q1 		$261K Buy
+4,202
New +$256K 0.3% 72
2020
Q4 		– Sell
-4,163
Closed -$206K – 136
2020
Q3 		$206K Sell
4,163
-939
-18% -$45.2K 0.19% 120
2020
Q2 		$231K Sell
5,102
-1,436
-22% -$66.1K 0.23% 110
2020
Q1 		$289K Sell
6,538
-173
-3% -$9.34K 0.29% 110
2019
Q4 		$371K Buy
+6,711
New +$361K 0.35% 95

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Beam Wealth Advisors's KO Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Coca-Cola (KO) stake by 2.1% in Q2 2026, selling an estimated $30.6K and leaving 18,247 shares worth $1.49M. The position accounts for 0.33% of the portfolio, ranked #59.

Beam Wealth Advisors first reported a position in KO in Q4 2019 and has held it in 22 quarters since. 1,682 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Beam Wealth Advisors held 18,247 shares of Coca-Cola worth $1.49M as of Q2 2026.
  • Beam Wealth Advisors sold 387 Coca-Cola shares in Q2 2026, an estimated $30.6K.
  • Coca-Cola made up 0.33% of Beam Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Beam Wealth Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 22 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.