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Beech Hill Advisors’s Coca-Cola KO Stock Holding History

Beech Hill 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 		$2.99M Sell
36,779
-265
-0.7% -$20.9K 1.32% 31
2026
Q1 		$2.82M Sell
37,044
-2,471
-6% -$187K 1.41% 30
2025
Q4 		$2.76M Buy
39,515
+1,255
+3% +$87.5K 1.32% 34
2025
Q3 		$2.54M Sell
38,260
-635
-2% -$43.7K 1.19% 35
2025
Q2 		$2.75M Sell
38,895
-8,407
-18% -$599K 1.24% 32
2025
Q1 		$3.39M Sell
47,302
-1,655
-3% -$111K 1.35% 31
2024
Q4 		$3.05M Buy
48,957
+217
+0.4% +$14.2K 1.14% 33
2024
Q3 		$3.5M Sell
48,740
-2,364
-5% -$162K 1.33% 30
2024
Q2 		$3.25M Sell
51,104
-1,090
-2% -$67.5K 1.34% 27
2024
Q1 		$3.19M Buy
52,194
+1,721
+3% +$103K 1.33% 32
2023
Q4 		$2.97M Sell
50,473
-5,550
-10% -$315K 1.44% 28
2023
Q3 		$3.14M Sell
56,023
-20
-0% -$1.2K 1.58% 28
2023
Q2 		$3.37M Sell
56,043
-165
-0.3% -$10.3K 1.64% 25
2023
Q1 		$3.49M Buy
56,208
+840
+2% +$50.9K 1.76% 24
2022
Q4 		$3.52M Buy
55,368
+234
+0.4% +$14.1K 1.96% 20
2022
Q3 		$3.09M Sell
55,134
-175
-0.3% -$10.9K 1.77% 22
2022
Q2 		$3.48M Sell
55,309
-1,500
-3% -$95.1K 1.86% 19
2022
Q1 		$3.52M Sell
56,809
-65
-0.1% -$3.95K 1.44% 26
2021
Q4 		$3.37M Buy
56,874
+2,959
+5% +$165K 1.28% 33
2021
Q3 		$2.83M Sell
53,915
-85
-0.2% -$4.74K 1.17% 39
2021
Q2 		$2.92M Buy
54,000
+641
+1% +$34.9K 1.19% 38
2021
Q1 		$2.81M Buy
53,359
+8,395
+19% +$423K 1.17% 39
2020
Q4 		$2.47M Sell
44,964
-1,030
-2% -$53.3K 1.1% 39
2020
Q3 		$2.27M Sell
45,994
-2,270
-5% -$109K 1.12% 37
2020
Q2 		$2.16M Buy
48,264
+5,275
+12% +$243K 1.09% 43
2020
Q1 		$1.9M Buy
+42,989
New +$2.32M 1.3% 34

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

Beech Hill Advisors's KO Position: Q2 2026 in Review

Beech Hill Advisors reduced its Coca-Cola (KO) stake by 0.72% in Q2 2026, selling an estimated $20.9K and leaving 36,779 shares worth $2.99M. The position accounts for 1.32% of the portfolio, ranked #31.

Beech Hill Advisors first reported a position in KO in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.52M in Q4 2022. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Beech Hill Advisors held 36,779 shares of Coca-Cola worth $2.99M as of Q2 2026.
  • Beech Hill Advisors sold 265 Coca-Cola shares in Q2 2026, an estimated $20.9K.
  • Coca-Cola made up 1.32% of Beech Hill Advisors's portfolio in Q2 2026, its #31 holding.
  • Beech Hill Advisors first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • Beech Hill Advisors's Coca-Cola position peaked at $3.52M in Q4 2022.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.