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 Q3	$2.56M	Sell	29,759 -7,020	-19%	-$609K	1.16%	37
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Beech Hill Advisors's KO Position: Q3 2026 in Review

Beech Hill Advisors reduced its Coca-Cola (KO) stake by 19% in Q3 2026, selling an estimated $609K and leaving 29,759 shares worth $2.56M. The position accounts for 1.16% of the portfolio, ranked #37.

Beech Hill Advisors first reported a position in KO in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.52M in Q4 2022. 2,285 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Beech Hill Advisors held 29,759 shares of Coca-Cola worth $2.56M as of Q3 2026.
Beech Hill Advisors sold 7,020 Coca-Cola shares in Q3 2026, an estimated $609K.
Coca-Cola made up 1.16% of Beech Hill Advisors's portfolio in Q3 2026, its #37 holding.
Beech Hill Advisors first reported a position in Coca-Cola in Q1 2020 and has held it in 27 quarters since.
Beech Hill Advisors's Coca-Cola position peaked at $3.52M in Q4 2022.
2,285 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Beech Hill Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.