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
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 $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

Beverly Hills Private Wealth's KO Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Coca-Cola (KO) stake by 3.3% in Q1 2026, selling an estimated $11.7K and leaving 4,491 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #244.

Beverly Hills Private Wealth first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $791K in Q2 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Beverly Hills Private Wealth held 4,491 shares of Coca-Cola worth $342K as of Q1 2026.
  • Beverly Hills Private Wealth sold 155 Coca-Cola shares in Q1 2026, an estimated $11.7K.
  • Coca-Cola made up 0.06% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #244 holding.
  • Beverly Hills Private Wealth first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Coca-Cola position peaked at $791K in Q2 2023.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.