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BEACON INVESTMENT ADVISORS LLC: KO position timeline

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

BEACON INVESTMENT ADVISORS LLC held 21,825 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,825 shares
    Change vs previous 13F -112 shares

    0.56% of the 13F portfolio, value $1,773,733.

    13F-HR 0001172661-26-003353 filed by BEACON INVESTMENT ADVISORS LLC
    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 21,937 shares
    Change vs previous 13F -280 shares

    0.63% of the 13F portfolio, value $1,668,331.

    13F-HR 0001172661-26-001953 filed by BEACON INVESTMENT ADVISORS LLC
    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 22,217 shares
    Change vs previous 13F +86 shares

    0.62% of the 13F portfolio, value $1,553,211.

    13F-HR 0001172661-26-000820 filed by BEACON INVESTMENT ADVISORS LLC
    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 22,131 shares
    Change vs previous 13F +54 shares

    0.6% of the 13F portfolio, value $1,467,761.

    13F-HR 0001172661-25-004994 filed by BEACON INVESTMENT ADVISORS LLC
    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 22,077 shares
    Change vs previous 13F +53 shares

    0.67% of the 13F portfolio, value $1,552,698.

    13F-HR 0001172661-25-003398 filed by BEACON INVESTMENT ADVISORS LLC
    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 22,024 shares
    Change vs previous 13F +9 shares

    0.75% of the 13F portfolio, value $1,577,389.

    13F-HR 0001172661-25-001990 filed by BEACON INVESTMENT ADVISORS LLC
    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 22,015 shares
    Change vs previous 13F -913 shares

    0.64% of the 13F portfolio, value $1,370,690.

    13F-HR 0001172661-25-000870 filed by BEACON INVESTMENT ADVISORS LLC
    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 22,928 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,647,676.

    13F-HR 0001172661-24-004722 filed by BEACON INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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