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Beaumont Financial Advisors’s Coca-Cola KO Stock Holding History

Beaumont Financial 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
Q1 		$1.93M Buy
25,410
+244
+1% +$18.4K 0.13% 101
2025
Q4 		$1.76M Sell
25,166
-103
-0.4% -$7.18K 0.12% 108
2025
Q3 		$1.68M Buy
25,269
+1,404
+6% +$96.6K 0.11% 112
2025
Q2 		$1.69M Buy
23,865
+114
+0.5% +$8.12K 0.12% 106
2025
Q1 		$1.7M Buy
23,751
+699
+3% +$46.7K 0.13% 105
2024
Q4 		$1.44M Sell
23,052
-3,749
-14% -$245K 0.11% 122
2024
Q3 		$1.93M Buy
26,801
+12
+0% +$822 0.15% 89
2024
Q2 		$1.71M Sell
26,789
-3,081
-10% -$191K 0.14% 101
2024
Q1 		$1.83M Buy
29,870
+182
+0.6% +$10.9K 0.15% 91
2023
Q4 		$1.75M Sell
29,688
-248
-0.8% -$14.1K 0.16% 87
2023
Q3 		$1.68M Buy
29,936
+217
+0.7% +$13K 0.17% 89
2023
Q2 		$1.79M Buy
29,719
+720
+2% +$44.8K 0.17% 95
2023
Q1 		$1.8M Buy
28,999
+3,726
+15% +$226K 0.18% 84
2022
Q4 		$1.61M Sell
25,273
-4,284
-14% -$259K 0.16% 93
2022
Q3 		$1.66M Buy
29,557
+678
+2% +$42.1K 0.16% 91
2022
Q2 		$1.82M Sell
28,879
-1,574
-5% -$99.8K 0.16% 88
2022
Q1 		$1.89M Sell
30,453
-181
-0.6% -$11K 0.14% 114
2021
Q4 		$1.81M Buy
30,634
+7,493
+32% +$417K 0.13% 106
2021
Q3 		$1.21M Sell
23,141
-2,144
-8% -$120K 0.09% 126
2021
Q2 		$1.37M Buy
25,285
+3,721
+17% +$202K 0.1% 119
2021
Q1 		$1.14M Sell
21,564
-3,030
-12% -$153K 0.1% 132
2020
Q4 		$1.35M Sell
24,594
-15,853
-39% -$820K 0.12% 118
2020
Q3 		$2M Sell
40,447
-21
-0.1% -$1.01K 0.19% 94
2020
Q2 		$1.81M Sell
40,468
-574
-1% -$26.4K 0.19% 92
2020
Q1 		$1.82M Sell
41,042
-890
-2% -$48.1K 0.23% 75
2019
Q4 		$2.32M Buy
41,932
+314
+0.8% +$16.9K 0.23% 79
2019
Q3 		$2.27M Buy
41,618
+9,511
+30% +$509K 0.23% 88
2019
Q2 		$1.64M Sell
32,107
-165
-0.5% -$8.09K 0.17% 94
2019
Q1 		$1.51M Buy
32,272
+580
+2% +$27.1K 0.16% 92
2018
Q4 		$1.5M Buy
31,692
+17,580
+125% +$841K 0.24% 66
2018
Q3 		$652K Sell
14,112
-986
-7% -$45K 0.07% 126
2018
Q2 		$662K Sell
15,098
-595
-4% -$25.7K 0.07% 112
2018
Q1 		$682K Buy
15,693
+7,831
+100% +$352K 0.08% 113
2017
Q4 		$361K Sell
7,862
-780
-9% -$35.9K 0.04% 138
2017
Q3 		$389K Sell
8,642
-1,590
-16% -$72.3K 0.05% 130
2017
Q2 		$459K Buy
10,232
+810
+9% +$35.8K 0.06% 122
2017
Q1 		$400K Buy
9,422
+1,200
+15% +$50.1K 0.05% 133
2016
Q4 		$341K Sell
8,222
-650
-7% -$27.1K 0.05% 118
2016
Q3 		$375K Sell
8,872
-595
-6% -$26.1K 0.06% 112
2016
Q2 		$429K Buy
9,467
+1,240
+15% +$56K 0.07% 100
2016
Q1 		$334K Buy
8,227
+341
+4% +$14.8K 0.05% 106
2015
Q4 		$339K Buy
7,886
+1,919
+32% +$81.4K 0.06% 92
2015
Q3 		$234K Hold
5,967
– – 0.03% 120
2015
Q2 		$234K Sell
5,967
-2,500
-30% -$102K 0.03% 120
2015
Q1 		$343K Sell
8,467
-2,000
-19% -$83.6K 0.01% 124
2014
Q4 		$442K Sell
10,467
-2,000
-16% -$85.4K 0.02% 113
2014
Q3 		$532K Hold
12,467
– – 0.03% 112
2014
Q2 		$528K Sell
12,467
-1,383
-10% -$56.1K 0.04% 120
2014
Q1 		$535K Sell
13,850
-7,273
-34% -$281K 0.04% 99
2013
Q4 		$873K Sell
21,123
-1,200
-5% -$47.3K 0.07% 93
2013
Q3 		$846K Sell
22,323
-243,678
-92% -$9.63M 0.08% 95
2013
Q2 		$10.7M Buy
+266,001
New +$11M 0.99% 38

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beaumont Financial Advisors's KO Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Coca-Cola (KO) stake by 0.97% in Q1 2026, buying an estimated $18.4K and bringing the position to 25,410 shares worth $1.93M. The position accounts for 0.13% of the portfolio, ranked #101.

Beaumont Financial Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.7M in Q2 2013. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Beaumont Financial Advisors held 25,410 shares of Coca-Cola worth $1.93M as of Q1 2026.
  • Beaumont Financial Advisors bought 244 Coca-Cola shares in Q1 2026, an estimated $18.4K.
  • Coca-Cola made up 0.13% of Beaumont Financial Advisors's portfolio in Q1 2026, its #101 holding.
  • Beaumont Financial Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Beaumont Financial Advisors's Coca-Cola position peaked at $10.7M in Q2 2013.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.