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