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Disclosery

BEACON FINANCIAL GROUP: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON FINANCIAL GROUP on KO, newest first. How the timeline and the estimate are built.

BEACON FINANCIAL GROUP held 53,301 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,301 shares
    Change vs previous 13F -1,534 shares

    0.39% of the 13F portfolio, value $4,331,768.

    13F-HR 0001591379-26-000003 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 54,835 shares
    Change vs previous 13F -2,179 shares

    0.42% of the 13F portfolio, value $4,170,206.

    13F-HR 0001591379-26-000002 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,014 shares
    Change vs previous 13F -2,357 shares

    0.4% of the 13F portfolio, value $3,985,814.

    13F-HR 0001591379-26-000001 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 59,371 shares
    Change vs previous 13F -4,347 shares

    0.39% of the 13F portfolio, value $3,937,499.

    13F-HR 0002085853-25-000019 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 63,718 shares
    Change vs previous 13F -3,891 shares

    0.47% of the 13F portfolio, value $4,508,018.

    13F-HR 0001667731-25-000751 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 67,609 shares
    Change vs previous 13F -4,086 shares

    0.53% of the 13F portfolio, value $4,842,178.

    13F-HR 0001667731-25-000408 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 71,695 shares
    Change vs previous 13F -466 shares

    0.48% of the 13F portfolio, value $4,463,758.

    13F-HR 0001667731-25-000159 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 72,161 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,185,505.

    13F-HR 0001591379-24-000006 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).