BAM
KO icon

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

Boyar 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
Q1 		$1.49M Sell
19,614
-616
-3% -$46.6K 0.85% 30
2025
Q4 		$1.41M Sell
20,230
-416
-2% -$29K 0.9% 30
2025
Q3 		$1.37M Sell
20,646
-948
-4% -$65.2K 0.87% 29
2025
Q2 		$1.53M Sell
21,594
-74
-0.3% -$5.27K 1% 26
2025
Q1 		$1.55M Sell
21,668
-716
-3% -$47.8K 1.13% 22
2024
Q4 		$1.39M Buy
22,384
+2
+0% +$131 0.92% 29
2024
Q3 		$1.61M Sell
22,382
-3,021
-12% -$207K 1.04% 25
2024
Q2 		$1.62M Buy
25,403
+2
+0% +$124 1.11% 24
2024
Q1 		$1.55M Buy
25,401
+1,495
+6% +$89.8K 1.01% 28
2023
Q4 		$1.41M Sell
23,906
-2,157
-8% -$123K 1.06% 28
2023
Q3 		$1.46M Buy
26,063
+1
+0% +$60 1.15% 27
2023
Q2 		$1.57M Sell
26,062
-192
-0.7% -$11.9K 1.16% 28
2023
Q1 		$1.63M Sell
26,254
-278
-1% -$16.8K 1.26% 27
2022
Q4 		$1.69M Sell
26,532
-3,017
-10% -$182K 1.38% 21
2022
Q3 		$1.66M Buy
29,549
+2,481
+9% +$154K 1.36% 21
2022
Q2 		$1.7M Sell
27,068
-284
-1% -$18K 1.41% 23
2022
Q1 		$1.7M Buy
27,352
+1,035
+4% +$62.9K 1.09% 27
2021
Q4 		$1.56M Buy
26,317
+1,746
+7% +$97.2K 0.94% 30
2021
Q3 		$1.29M Sell
24,571
-86
-0.3% -$4.79K 0.85% 32
2021
Q2 		$1.33M Sell
24,657
-21
-0.1% -$1.14K 0.86% 34
2021
Q1 		$1.3M Buy
24,678
+987
+4% +$49.7K 0.88% 34
2020
Q4 		$1.3M Sell
23,691
-335
-1% -$17.3K 0.98% 31
2020
Q3 		$1.19M Buy
+24,026
New +$1.16M 1% 30

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boyar Asset Management's KO Position: Q1 2026 in Review

Boyar Asset Management reduced its Coca-Cola (KO) stake by 3% in Q1 2026, selling an estimated $46.6K and leaving 19,614 shares worth $1.49M. The position accounts for 0.85% of the portfolio, ranked #30.

Boyar Asset Management first reported a position in KO in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.7M in Q2 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Boyar Asset Management held 19,614 shares of Coca-Cola worth $1.49M as of Q1 2026.
  • Boyar Asset Management sold 616 Coca-Cola shares in Q1 2026, an estimated $46.6K.
  • Coca-Cola made up 0.85% of Boyar Asset Management's portfolio in Q1 2026, its #30 holding.
  • Boyar Asset Management first reported a position in Coca-Cola in Q3 2020 and has held it in 23 quarters since.
  • Boyar Asset Management's Coca-Cola position peaked at $1.7M in Q2 2022.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.