BHPW
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Beverly Hills Private Wealth’s Coca-Cola KO Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-4,491
Closed -$342K – 318
2026
Q1 		$342K Sell
4,491
-155
-3% -$11.7K 0.06% 244
2025
Q4 		$325K Sell
4,646
-136
-3% -$9.48K 0.06% 240
2025
Q3 		$317K Sell
4,782
-29
-0.6% -$2K 0.06% 256
2025
Q2 		$340K Sell
4,811
-203
-4% -$14.5K 0.06% 238
2025
Q1 		$359K Sell
5,014
-529
-10% -$35.3K 0.07% 224
2024
Q4 		$345K Buy
5,543
+230
+4% +$15K 0.07% 229
2024
Q3 		$382K Sell
5,313
-496
-9% -$34K 0.08% 224
2024
Q2 		$370K Sell
5,809
-510
-8% -$31.6K 0.08% 235
2024
Q1 		$387K Sell
6,319
-165
-3% -$9.91K 0.09% 237
2023
Q4 		$382K Sell
6,484
-46
-0.7% -$2.61K 0.1% 213
2023
Q3 		$366K Sell
6,530
-6,505
-50% -$390K 0.11% 206
2023
Q2 		$791K Buy
13,035
+6,378
+96% +$397K 0.13% 171
2023
Q1 		$413K Buy
6,657
+1,541
+30% +$93.3K 0.13% 177
2022
Q4 		$325K Buy
+5,116
New +$309K 0.14% 168

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's KO Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 4,491 shares — an estimated $342K sold.

Beverly Hills Private Wealth first reported a position in KO in Q4 2022 and held it in 14 quarters. The position peaked at $791K in Q2 2023. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,491 Coca-Cola shares in Q2 2026, an estimated $342K.
  • Beverly Hills Private Wealth first reported a position in Coca-Cola in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Coca-Cola position peaked at $791K in Q2 2023.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.