BOS Asset Management’s Coca-Cola KO Stock Holding History

BOS Asset Management’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$345K	Buy	4,246 +100	+2%	+$7.9K	0.08%	146
2026 Q1	$315K	Buy	4,146 +593	+17%	+$44.8K	0.08%	151
2025 Q4	$248K	Buy	3,553 +25	+0.7%	+$1.74K	0.07%	167
2025 Q3	$234K	Buy	3,528 +85	+2%	+$5.85K	0.07%	167
2025 Q2	$244K	Sell	3,443 -104	-3%	-$7.41K	0.08%	155
2025 Q1	$254K	Buy	3,547 +61	+2%	+$4.07K	0.09%	141
2024 Q4	$217K	Buy	3,486 +323	+10%	+$21.1K	0.08%	154
2024 Q3	$227K	Buy	3,163 +2	+0.1%	+$137	0.08%	147
2024 Q2	$201K	Sell	3,161 -117	-4%	-$7.24K	0.09%	151
2024 Q1	$201K	Buy	+3,278	New	+$197K	0.11%	152
2023 Q3	–	Sell	-3,460	Closed	-$208K	–	146
2023 Q2	$208K	Buy	+3,460	New	+$215K	0.16%	122

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

BOS Asset Management's KO Position: Q2 2026 in Review

BOS Asset Management increased its Coca-Cola (KO) stake by 2.4% in Q2 2026, buying an estimated $7.9K and bringing the position to 4,246 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #146.

BOS Asset Management first reported a position in KO in Q2 2023 and has held it in 11 quarters since. 1,594 funds tracked by Wall St. Rank hold KO as of Q2 2026.

BOS Asset Management held 4,246 shares of Coca-Cola worth $345K as of Q2 2026.
BOS Asset Management bought 100 Coca-Cola shares in Q2 2026, an estimated $7.9K.
Coca-Cola made up 0.08% of BOS Asset Management's portfolio in Q2 2026, its #146 holding.
BOS Asset Management first reported a position in Coca-Cola in Q2 2023 and has held it in 11 quarters since.
1,594 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.