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Beta Wealth Group’s Coca-Cola KO Stock Holding History

Beta Wealth Group’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 		$619K Buy
7,621
+299
+4% +$23.6K 0.23% 74
2026
Q1 		$557K Sell
7,322
-300
-4% -$22.7K 0.23% 73
2025
Q4 		$533K Sell
7,622
-193
-2% -$13.5K 0.21% 78
2025
Q3 		$518K Sell
7,815
-102
-1% -$7.02K 0.2% 84
2025
Q2 		$560K Buy
7,917
+104
+1% +$7.41K 0.21% 65
2025
Q1 		$560K Hold
7,813
– – 0.2% 59
2024
Q4 		$486K Buy
+7,813
New +$510K 0.22% 77
2024
Q3 		– Sell
-7,408
Closed -$472K – 108
2024
Q2 		$472K Buy
7,408
+196
+3% +$12.1K 0.22% 73
2024
Q1 		$441K Buy
7,212
+100
+1% +$6.01K 0.21% 74
2023
Q4 		$419K Buy
7,112
+110
+2% +$6.25K 0.22% 72
2023
Q3 		$392K Buy
7,002
+102
+1% +$6.12K 0.23% 75
2023
Q2 		$416K Buy
6,900
+900
+15% +$56K 0.24% 71
2023
Q1 		$372K Buy
6,000
+500
+9% +$30.3K 0.21% 72
2022
Q4 		$350K Buy
5,500
+400
+8% +$24.1K 0.23% 71
2022
Q3 		$286K Buy
5,100
+200
+4% +$12.4K 0.21% 67
2022
Q2 		$308K Buy
4,900
+200
+4% +$12.7K 0.21% 61
2022
Q1 		$291K Buy
+4,700
New +$286K 0.19% 72

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beta Wealth Group's KO Position: Q2 2026 in Review

Beta Wealth Group increased its Coca-Cola (KO) stake by 4.1% in Q2 2026, buying an estimated $23.6K and bringing the position to 7,621 shares worth $619K. The position accounts for 0.23% of the portfolio, ranked #74.

Beta Wealth Group first reported a position in KO in Q1 2022 and has held it in 17 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Beta Wealth Group held 7,621 shares of Coca-Cola worth $619K as of Q2 2026.
  • Beta Wealth Group bought 299 Coca-Cola shares in Q2 2026, an estimated $23.6K.
  • Coca-Cola made up 0.23% of Beta Wealth Group's portfolio in Q2 2026, its #74 holding.
  • Beta Wealth Group first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.