Beutel, Goodman & Co’s Coca-Cola KO Stock Holding History

Beutel, Goodman & Co’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
2025 Q3	–	Sell	-600	Closed	-$41.3K	–	178
2025 Q2	$42K	Hold	600	–	–	﹤0.01%	138
2025 Q1	$42K	Buy	+600	New	+$40.1K	﹤0.01%	153

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beutel, Goodman & Co's KO Position: Q3 2025 in Review

Beutel, Goodman & Co sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 600 shares — an estimated $41.3K sold.

Beutel, Goodman & Co first reported a position in KO in Q1 2025 and held it in 2 quarters. The position peaked at $42K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Beutel, Goodman & Co reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
Beutel, Goodman & Co sold 600 Coca-Cola shares in Q3 2025, an estimated $41.3K.
Beutel, Goodman & Co first reported a position in Coca-Cola in Q1 2025 and held it in 2 quarters.
Beutel, Goodman & Co's Coca-Cola position peaked at $42K in Q2 2025.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Beutel, Goodman & Co's 13F filing for Q3 2025, filed 14 Nov 2025.