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Beese Fulmer Investment Management’s Coca-Cola KO Stock Holding History

Beese Fulmer Investment Management’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 		$13.6M Sell
166,416
-4,957
-3% -$391K 0.79% 38
2026
Q1 		$13.1M Sell
171,373
-933
-0.5% -$70.5K 0.84% 39
2025
Q4 		$12M Sell
172,306
-3,150
-2% -$220K 0.78% 41
2025
Q3 		$11.6M Sell
175,456
-4,323
-2% -$298K 0.8% 41
2025
Q2 		$12.7M Buy
179,779
+76
+0% +$5.41K 0.95% 37
2025
Q1 		$12.9M Sell
179,703
-2,576
-1% -$172K 1.11% 32
2024
Q4 		$11.3M Sell
182,279
-6,773
-4% -$442K 0.97% 36
2024
Q3 		$13.6M Sell
189,052
-6,512
-3% -$446K 1.17% 30
2024
Q2 		$12.4M Sell
195,564
-15,035
-7% -$931K 1.13% 31
2024
Q1 		$12.9M Sell
210,599
-24,343
-10% -$1.46M 1.21% 30
2023
Q4 		$13.8M Sell
234,942
-2,619
-1% -$149K 1.43% 23
2023
Q3 		$13.3M Sell
237,561
-373
-0.2% -$22.4K 1.5% 19
2023
Q2 		$14.3M Sell
237,934
-111
-0% -$6.91K 1.55% 17
2023
Q1 		$14.8M Buy
238,045
+918
+0.4% +$55.6K 1.69% 12
2022
Q4 		$15.1M Buy
237,127
+2,182
+0.9% +$132K 1.82% 10
2022
Q3 		$13.2M Buy
234,945
+1,098
+0.5% +$68.2K 1.77% 14
2022
Q2 		$14.7M Buy
233,847
+1,661
+0.7% +$105K 1.88% 8
2022
Q1 		$14.4M Sell
232,186
-157
-0.1% -$9.55K 1.56% 15
2021
Q4 		$13.8M Buy
232,343
+199
+0.1% +$11.1K 1.43% 20
2021
Q3 		$12.2M Buy
232,144
+211
+0.1% +$11.8K 1.37% 21
2021
Q2 		$12.6M Buy
231,933
+198
+0.1% +$10.8K 1.42% 17
2021
Q1 		$12.2M Sell
231,735
-1,908
-0.8% -$96K 1.47% 17
2020
Q4 		$12.8M Sell
233,643
-3,314
-1% -$171K 1.64% 15
2020
Q3 		$11.7M Sell
236,957
-783
-0.3% -$37.7K 1.66% 15
2020
Q2 		$10.6M Sell
237,740
-3,555
-1% -$164K 1.57% 15
2020
Q1 		$10.7M Buy
241,295
+406
+0.2% +$21.9K 1.89% 10
2019
Q4 		$13.3M Buy
240,889
+3,746
+2% +$201K 1.87% 9
2019
Q3 		$12.9M Buy
237,143
+39,636
+20% +$2.12M 1.94% 10
2019
Q2 		$10.1M Buy
197,507
+395
+0.2% +$19.4K 1.91% 12
2019
Q1 		$9.24M Buy
197,112
+2,274
+1% +$106K 1.82% 11
2018
Q4 		$9.23M Buy
194,838
+4,885
+3% +$234K 2.07% 9
2018
Q3 		$8.77M Buy
189,953
+4,905
+3% +$224K 1.72% 11
2018
Q2 		$8.12M Buy
185,048
+631
+0.3% +$27.3K 1.7% 12
2018
Q1 		$8.01M Buy
184,417
+2,885
+2% +$130K 1.75% 12
2017
Q4 		$8.33M Sell
181,532
-2,690
-1% -$124K 1.79% 11
2017
Q3 		$8.29M Buy
184,222
+1,719
+0.9% +$78.2K 1.89% 11
2017
Q2 		$8.19M Buy
182,503
+3,169
+2% +$140K 1.95% 10
2017
Q1 		$7.61M Buy
179,334
+1,268
+0.7% +$52.9K 1.85% 12
2016
Q4 		$7.38M Buy
178,066
+394
+0.2% +$16.4K 1.91% 11
2016
Q3 		$7.52M Buy
177,672
+1,714
+1% +$75.1K 2.03% 9
2016
Q2 		$7.98M Buy
175,958
+1,928
+1% +$87.1K 2.26% 6
2016
Q1 		$8.16M Buy
174,030
+1,166
+0.7% +$50.7K 2.38% 6
2015
Q4 		$7.43M Buy
172,864
+1,146
+0.7% +$48.6K 2.29% 8
2015
Q3 		$6.89M Buy
171,718
+2,783
+2% +$111K 2.26% 10
2015
Q2 		$6.63M Sell
168,935
-2,495
-1% -$101K 2.13% 10
2015
Q1 		$6.95M Buy
171,430
+216
+0.1% +$9.03K 2.32% 10
2014
Q4 		$7.23M Sell
171,214
-500
-0.3% -$21.4K 2.27% 8
2014
Q3 		$7.33M Buy
171,714
+1,011
+0.6% +$41.8K 2.38% 8
2014
Q2 		$7.23M Buy
170,703
+574
+0.3% +$23.3K 2.35% 9
2014
Q1 		$6.58M Buy
170,129
+320
+0.2% +$12.4K 2.29% 9
2013
Q4 		$7.01M Buy
169,809
+70
+0% +$2.76K 2.49% 8
2013
Q3 		$6.43M Buy
169,739
+12,023
+8% +$475K 2.53% 6
2013
Q2 		$6.33M Buy
+157,716
New +$6.53M 2.71% 6

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Beese Fulmer Investment Management's KO Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Coca-Cola (KO) stake by 2.9% in Q2 2026, selling an estimated $391K and leaving 166,416 shares worth $13.6M. The position accounts for 0.79% of the portfolio, ranked #38.

Beese Fulmer Investment Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.1M in Q4 2022. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Beese Fulmer Investment Management held 166,416 shares of Coca-Cola worth $13.6M as of Q2 2026.
  • Beese Fulmer Investment Management sold 4,957 Coca-Cola shares in Q2 2026, an estimated $391K.
  • Coca-Cola made up 0.79% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #38 holding.
  • Beese Fulmer Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Beese Fulmer Investment Management's Coca-Cola position peaked at $15.1M in Q4 2022.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.