Boyar Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.53M | Sell |
21,594
-74
| -0.3% | -$5.24K | 1% | 26 |
|
2025
Q1 | $1.55M | Sell |
21,668
-716
| -3% | -$51.3K | 1.13% | 22 |
|
2024
Q4 | $1.39M | Buy |
22,384
+2
| +0% | +$125 | 0.92% | 29 |
|
2024
Q3 | $1.61M | Sell |
22,382
-3,021
| -12% | -$217K | 1.04% | 25 |
|
2024
Q2 | $1.62M | Buy |
25,403
+2
| +0% | +$127 | 1.11% | 24 |
|
2024
Q1 | $1.55M | Buy |
25,401
+1,495
| +6% | +$91.5K | 1.01% | 28 |
|
2023
Q4 | $1.41M | Sell |
23,906
-2,157
| -8% | -$127K | 1.06% | 28 |
|
2023
Q3 | $1.46M | Buy |
26,063
+1
| +0% | +$56 | 1.15% | 27 |
|
2023
Q2 | $1.57M | Sell |
26,062
-192
| -0.7% | -$11.6K | 1.16% | 28 |
|
2023
Q1 | $1.63M | Sell |
26,254
-278
| -1% | -$17.2K | 1.26% | 27 |
|
2022
Q4 | $1.69M | Sell |
26,532
-3,017
| -10% | -$192K | 1.38% | 21 |
|
2022
Q3 | $1.66M | Buy |
29,549
+2,481
| +9% | +$139K | 1.36% | 21 |
|
2022
Q2 | $1.7M | Sell |
27,068
-284
| -1% | -$17.9K | 1.41% | 23 |
|
2022
Q1 | $1.7M | Buy |
27,352
+1,035
| +4% | +$64.2K | 1.09% | 27 |
|
2021
Q4 | $1.56M | Buy |
26,317
+1,746
| +7% | +$103K | 0.94% | 30 |
|
2021
Q3 | $1.29M | Sell |
24,571
-86
| -0.3% | -$4.51K | 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% | +$52K | 0.88% | 34 |
|
2020
Q4 | $1.3M | Sell |
23,691
-335
| -1% | -$18.4K | 0.98% | 31 |
|
2020
Q3 | $1.19M | Buy |
+24,026
| New | +$1.19M | 1% | 30 |
|