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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

KO holding history

Coca Cola Co in every 13F filed by Beacon Pointe Advisors, LLC, 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)
389,645
Value
$31.7M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026389,645$31.7M0.1%+1,253+0.3%AddedHolders
Q1 2026388,392$29.5M0.2%+110,702+39.9%AddedHolders
Q4 2025277,690$19.4M0.1%+1,994+0.7%AddedHolders
Q3 2025275,696$18.3M0.2%−5,617−2.0%ReducedHolders
Q2 2025281,313$19.9M0.2%−10,798−3.7%ReducedHolders
Q1 2025292,111$20.9M0.2%−54,352−15.7%ReducedHolders
Q4 2024346,463$21.6M0.2%−31,984−8.5%ReducedHolders
Q3 2024378,447$27.2M0.3%+16,855+4.7%AddedHolders
Q2 2024361,592$23.0M0.3%−17,425−4.6%ReducedHolders
Q1 2024379,017$23.2M0.3%−71,506−15.9%ReducedHolders
Q4 2023450,523$26.5M0.3%+89,139+24.7%AddedHolders
Q3 2023361,384$20.2M0.3%+68,550+23.4%AddedHolders
Q2 2023292,834$17.6M0.3%−38,620−11.7%ReducedHolders
Q1 2023331,454$20.6M0.4%+100,528+43.5%AddedHolders
Q4 2022230,926$14.7M0.3%+47,976+26.2%AddedHolders
Q3 2022182,950$10.2M0.2%+18,269+11.1%AddedHolders
Q2 2022164,681$10.4M0.2%−122,115−42.6%ReducedHolders
Q1 2022286,796$17.8M0.2%+173,757+153.7%AddedHolders
Q4 2021113,039$6.69M0.2%+1,964+1.8%AddedHolders
Q3 2021111,075$5.83M0.1%+35,796+47.6%AddedHolders
Q2 202175,279$4.07M0.1%+53,283+242.2%AddedHolders
Q1 202121,996$1.16M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.