Beaton Management Company’s Coca-Cola KO Stock Holding History

Beaton Management Company’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 Q1	$1.51M	Hold	19,881	–	–	0.67%	45
2025 Q4	$1.39M	Hold	19,881	–	–	0.61%	48
2025 Q3	$1.32M	Hold	19,881	–	–	0.6%	50
2025 Q2	$1.41M	Hold	19,881	–	–	0.69%	47
2025 Q1	$1.42M	Sell	19,881 -5	-0%	-$334	0.74%	44
2024 Q4	$1.24M	Sell	19,886 -20	-0.1%	-$1.31K	0.62%	50
2024 Q3	$1.43M	Sell	19,906 -35	-0.2%	-$2.4K	0.72%	46
2024 Q2	$1.27M	Sell	19,941 -200	-1%	-$12.4K	0.68%	44
2024 Q1	$1.23M	Buy	20,141 +383	+2%	+$23K	0.67%	47
2023 Q4	$1.16M	Sell	19,758 -2,332	-11%	-$132K	0.7%	47
2023 Q3	$1.24M	Buy	22,090 +4,915	+29%	+$295K	0.8%	37
2023 Q2	$1.03M	Hold	17,175	–	–	0.65%	48
2023 Q1	$1.06M	Sell	17,175 -200	-1%	-$12.1K	0.72%	44
2022 Q4	$1.1M	Hold	17,375	–	–	0.74%	43
2022 Q3	$973K	Hold	17,375	–	–	0.74%	40
2022 Q2	$1.09M	Hold	17,375	–	–	0.78%	41
2022 Q1	$1.08M	Hold	17,375	–	–	0.66%	45
2021 Q4	$1.03M	Hold	17,375	–	–	0.61%	49
2021 Q3	$912K	Hold	17,375	–	–	0.6%	51
2021 Q2	$940K	Hold	17,375	–	–	0.6%	55
2021 Q1	$916K	Hold	17,375	–	–	0.63%	51
2020 Q4	$953K	Buy	17,375 +600	+4%	+$31K	0.7%	46
2020 Q3	$828K	Hold	16,775	–	–	0.68%	49
2020 Q2	$750K	Sell	16,775 -200	-1%	-$9.21K	0.67%	51
2020 Q1	$751K	Sell	16,975 -1,355	-7%	-$73.2K	0.75%	50
2019 Q4	$1.01M	Buy	18,330 +620	+4%	+$33.3K	0.8%	45
2019 Q3	$964K	Sell	17,710 -460	-3%	-$24.6K	0.78%	42
2019 Q2	$925K	Sell	18,170 -180	-1%	-$8.82K	0.77%	43
2019 Q1	$860K	Sell	18,350 -80	-0.4%	-$3.74K	0.74%	46
2018 Q4	$873K	Hold	18,430	–	–	0.86%	40
2018 Q3	$851K	Hold	18,430	–	–	0.7%	50
2018 Q2	$808K	Buy	18,430 +400	+2%	+$17.3K	0.72%	47
2018 Q1	$783K	Hold	18,030	–	–	0.72%	49
2017 Q4	$827K	Sell	18,030 -200	-1%	-$9.19K	0.75%	43
2017 Q3	$821K	Sell	18,230 -400	-2%	-$18.2K	0.77%	40
2017 Q2	$836K	Buy	+18,630	New	+$823K	0.83%	36

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beaton Management Company's KO Position: Q1 2026 in Review

Beaton Management Company held its Coca-Cola (KO) position steady in Q1 2026 at 19,881 shares worth $1.51M. The position accounts for 0.67% of the portfolio, ranked #45.

Beaton Management Company first reported a position in KO in Q2 2017 and has held it in 36 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Beaton Management Company held 19,881 shares of Coca-Cola worth $1.51M as of Q1 2026.
Beaton Management Company left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.67% of Beaton Management Company's portfolio in Q1 2026, its #45 holding.
Beaton Management Company first reported a position in Coca-Cola in Q2 2017 and has held it in 36 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.