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Disclosery

BEAM WEALTH ADVISORS, INC.: KO position timeline

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

BEAM WEALTH ADVISORS, INC. held 18,247 KO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 18,247 shares
    Change vs previous 13F -387 shares

    0.33% of the 13F portfolio, value $1,492,654.

    13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
    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 18,634 shares
    Change vs previous 13F -1,671 shares

    0.36% of the 13F portfolio, value $1,427,347.

    13F-HR 0001803426-26-000004 filed by BEAM WEALTH ADVISORS, INC.
    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 20,305 shares
    Change vs previous 13F +1,196 shares

    0.39% of the 13F portfolio, value $1,419,519.

    13F-HR 0001803426-26-000001 filed by BEAM WEALTH ADVISORS, INC.
    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 19,109 shares
    Change vs previous 13F +742 shares

    0.35% of the 13F portfolio, value $1,267,318.

    13F-HR 0001803426-25-000009 filed by BEAM WEALTH ADVISORS, INC.
    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 18,367 shares
    Change vs previous 13F +545 shares

    0.39% of the 13F portfolio, value $1,299,474.

    13F-HR 0001803426-25-000007 filed by BEAM WEALTH ADVISORS, INC.
    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 17,822 shares
    Change vs previous 13F -180 shares

    0.43% of the 13F portfolio, value $1,276,420.

    13F-HR 0001803426-25-000004 filed by BEAM WEALTH ADVISORS, INC.
    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 18,002 shares
    Change vs previous 13F +1,833 shares

    0.35% of the 13F portfolio, value $1,120,831.

    13F-HR 0001803426-25-000001 filed by BEAM WEALTH ADVISORS, INC.
    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 16,169 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,161,881.

    13F-HR 0001803426-24-000005 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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