Boyd Wealth Management
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Boyd Wealth Management’s Coca-Cola KO Stock Holding History

Boyd Wealth 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
Q3 		$315K Buy
3,662
+876
+31% +$76K 0.11% 54
2026
Q2 		$226K Buy
2,786
+56
+2% +$4.42K 0.09% 47
2026
Q1 		$208K Buy
+2,730
New +$206K 0.09% 48
2025
Q2 		– Sell
-2,803
Closed -$201K – 53
2025
Q1 		$201K Buy
+2,803
New +$187K 0.1% 43
2024
Q4 		– Sell
-2,803
Closed -$201K – 51
2024
Q3 		$201K Buy
+2,803
New +$192K 0.1% 47

Other funds holding KO

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Boyd Wealth Management's KO Position: Q3 2026 in Review

Boyd Wealth Management increased its Coca-Cola (KO) stake by 31% in Q3 2026, buying an estimated $76K and bringing the position to 3,662 shares worth $315K. The position accounts for 0.11% of the portfolio, ranked #54.

Boyd Wealth Management first reported a position in KO in Q3 2024 and has held it in 5 quarters since. 1,439 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Boyd Wealth Management held 3,662 shares of Coca-Cola worth $315K as of Q3 2026.
  • Boyd Wealth Management bought 876 Coca-Cola shares in Q3 2026, an estimated $76K.
  • Coca-Cola made up 0.11% of Boyd Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Boyd Wealth Management first reported a position in Coca-Cola in Q3 2024 and has held it in 5 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.