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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
Q2 		$1.7M Buy
20,913
+1,299
+7% +$103K 0.97% 27
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Boyar Asset Management increased its Coca-Cola (KO) stake by 6.6% in Q2 2026, buying an estimated $103K and bringing the position to 20,913 shares worth $1.7M. The position accounts for 0.97% of the portfolio, ranked #27.

Boyar Asset Management first reported a position in KO in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.7M in Q2 2022. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Boyar Asset Management held 20,913 shares of Coca-Cola worth $1.7M as of Q2 2026.
  • Boyar Asset Management bought 1,299 Coca-Cola shares in Q2 2026, an estimated $103K.
  • Coca-Cola made up 0.97% of Boyar Asset Management's portfolio in Q2 2026, its #27 holding.
  • Boyar Asset Management first reported a position in Coca-Cola in Q3 2020 and has held it in 24 quarters since.
  • Boyar Asset Management's Coca-Cola position peaked at $1.7M in Q2 2022.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Boyar Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.