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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Boyd Wealth Management's KO Position: Q2 2026 in Review

Boyd Wealth Management increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $4.42K and bringing the position to 2,786 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #47.

Boyd Wealth Management first reported a position in KO in Q3 2024 and has held it in 4 quarters since. 766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Boyd Wealth Management held 2,786 shares of Coca-Cola worth $226K as of Q2 2026.
Boyd Wealth Management bought 56 Coca-Cola shares in Q2 2026, an estimated $4.42K.
Coca-Cola made up 0.09% of Boyd Wealth Management's portfolio in Q2 2026, its #47 holding.
Boyd Wealth Management first reported a position in Coca-Cola in Q3 2024 and has held it in 4 quarters since.
766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.