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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
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 $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

Beta Wealth Group's KO Position: Q1 2026 in Review

Beta Wealth Group reduced its Coca-Cola (KO) stake by 3.9% in Q1 2026, selling an estimated $22.7K and leaving 7,322 shares worth $557K. The position accounts for 0.23% of the portfolio, ranked #73.

Beta Wealth Group first reported a position in KO in Q1 2022 and has held it in 16 quarters since. The position peaked at $560K in Q2 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Beta Wealth Group held 7,322 shares of Coca-Cola worth $557K as of Q1 2026.
  • Beta Wealth Group sold 300 Coca-Cola shares in Q1 2026, an estimated $22.7K.
  • Coca-Cola made up 0.23% of Beta Wealth Group's portfolio in Q1 2026, its #73 holding.
  • Beta Wealth Group first reported a position in Coca-Cola in Q1 2022 and has held it in 16 quarters since.
  • Beta Wealth Group's Coca-Cola position peaked at $560K in Q2 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.