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Beacon Pointe Advisors, LLC: KO position timeline

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

Beacon Pointe Advisors, LLC held 389,645 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 389,645 shares
    Change vs previous 13F +1,253 shares

    0.15% of the 13F portfolio, value $31,667,335.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe 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 388,392 shares
    Change vs previous 13F +110,702 shares

    0.16% of the 13F portfolio, value $29,538,079.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 277,690 shares
    Change vs previous 13F +1,994 shares

    0.14% of the 13F portfolio, value $19,413,308.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 275,696 shares
    Change vs previous 13F -5,617 shares

    0.16% of the 13F portfolio, value $18,284,884.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 281,313 shares
    Change vs previous 13F -10,798 shares

    0.21% of the 13F portfolio, value $19,902,909.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe 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 292,111 shares
    Change vs previous 13F -54,352 shares

    0.24% of the 13F portfolio, value $20,921,002.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 346,463 shares
    Change vs previous 13F -31,984 shares

    0.24% of the 13F portfolio, value $21,570,815.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe 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 378,447 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $27,195,199.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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