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Beckerman Institutional’s Coca-Cola KO Stock Holding History

Beckerman Institutional’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 		$475K Hold
6,243
– – 0.25% 83
2025
Q4 		$436K Hold
6,243
– – 0.25% 83
2025
Q3 		$414K Buy
6,243
+1,320
+27% +$90.9K 0.24% 82
2025
Q2 		$348K Hold
4,923
– – 0.23% 83
2025
Q1 		$353K Buy
4,923
+418
+9% +$27.9K 0.26% 82
2024
Q4 		$280K Buy
+4,505
New +$294K 0.22% 88

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

Beckerman Institutional's KO Position: Q1 2026 in Review

Beckerman Institutional held its Coca-Cola (KO) position steady in Q1 2026 at 6,243 shares worth $475K. The position accounts for 0.25% of the portfolio, ranked #83.

Beckerman Institutional first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Beckerman Institutional held 6,243 shares of Coca-Cola worth $475K as of Q1 2026.
  • Beckerman Institutional left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.25% of Beckerman Institutional's portfolio in Q1 2026, its #83 holding.
  • Beckerman Institutional first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.