SEC 13F Intelligence

Beese Fulmer Investment Management, Inc. / KO

Beese Fulmer Investment Management, Inc.’s Coca Cola Co Position

Does Beese Fulmer Investment Management, Inc. own Coca Cola Co (KO)? Yes — 171.4K shares worth $13M (+0.84% of its 13F portfolio) as of Q1 2026, down from 172.3K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
171.4K
% of Portfolio
+0.84%
Quarters Held
30
currently held

Position History KO

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $13MQ4 ’19: $13MQ4 ’19Q1 ’20: $11MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $13MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $12MQ4 ’21: $14MQ4 ’21Q1 ’22: $14MQ2 ’22: $15MQ3 ’22: $13MQ4 ’22: $15MQ4 ’22Q1 ’23: $15MQ2 ’23: $14MQ3 ’23: $13MQ4 ’23: $14MQ4 ’23Q1 ’24: $13MQ2 ’24: $12MQ3 ’24: $14MQ4 ’24: $11MQ4 ’24Q1 ’25: $13MQ2 ’25: $13MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026171.4K$13M+0.84%
Q4 2025172.3K$12M+0.78%
Q3 2025175.5K$12M+0.80%
Q2 2025179.8K$13M+0.95%
Q1 2025179.7K$13M+1.11%
Q4 2024182.3K$11M+0.97%
Q3 2024189.1K$14M+1.17%
Q2 2024195.6K$12M+1.13%
Q1 2024210.6K$13M+1.21%
Q4 2023234.9K$14M+1.43%
Q3 2023237.6K$13M+1.50%
Q2 2023237.9K$14M+1.55%
Q1 2023238.0K$15M+1.69%
Q4 2022237.1K$15M+1.82%
Q3 2022234.9K$13M+1.77%
Q2 2022233.8K$15M+1.88%
Q1 2022232.2K$14M+1.56%
Q4 2021232.3K$14M+1.43%
Q3 2021232.1K$12M+1.37%
Q2 2021231.9K$13M+1.42%
Q1 2021231.7K$12M+1.47%
Q4 2020233.6K$13M+1.64%
Q3 2020237.0K$12M+1.66%
Q2 2020237.7K$11M+1.57%
Q1 2020241.3K$11M+1.89%
Q4 2019240.9K$13M+1.87%
Q3 2019237.1K$13M+1.94%
Q2 2019197.5K$10M+1.91%
Q1 2019197.1K$9M+1.82%
Q4 2018194.8K$9M+2.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beese Fulmer Investment Management, Inc.’s full portfolio or all institutional holders of KO.