Skip to main content
Livermore
Livermore
ZHEN

Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

KO holding history

Coca Cola Co in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overviewAll 13F holders of KOFull Q2 2026 holdings

Shares (Q2 2026)
7,621
Value
$619.4K
% of portfolio
0.2%
Quarters held
17
Since Q1 2022
Holdings of KO by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,621$619.4K0.2%+299+4.1%AddedHolders
Q1 20267,322$556.8K0.2%−300−3.9%ReducedHolders
Q4 20257,622$532.8K0.2%−193−2.5%ReducedHolders
Q3 20257,815$518.3K0.2%−102−1.3%ReducedHolders
Q2 20257,917$560.1K0.2%+104+1.3%AddedHolders
Q1 20257,813$559.6K0.2%00.0%UnchangedHolders
Q4 20247,813$486.4K0.2%+7,813NewHolders
Q3 20240$00.0%−7,408−100.0%Sold outHolders
Q2 20247,408$471.5K0.2%+196+2.7%AddedHolders
Q1 20247,212$441.2K0.2%+100+1.4%AddedHolders
Q4 20237,112$419.1K0.2%+110+1.6%AddedHolders
Q3 20237,002$392.0K0.2%+102+1.5%AddedHolders
Q2 20236,900$415.5K0.2%+900+15.0%AddedHolders
Q1 20236,000$372.2K0.2%+500+9.1%AddedHolders
Q4 20225,500$349.9K0.2%+400+7.8%AddedHolders
Q3 20225,100$286.0K0.2%+200+4.1%AddedHolders
Q2 20224,900$308.0K0.2%+200+4.3%AddedHolders
Q1 20224,700$291.0K0.2%+4,700NewHolders