Dickmeyer Boyce Financial Management’s Coca-Cola KO Stock Holding History

Dickmeyer Boyce Financial 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	$644K	Buy	7,929 +6	+0.1%	+$474	0.33%	72
2026 Q1	$603K	Buy	+7,923	New	+$599K	0.35%	70

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dickmeyer Boyce Financial Management's KO Position: Q2 2026 in Review

Dickmeyer Boyce Financial Management increased its Coca-Cola (KO) stake by 0.08% in Q2 2026, buying an estimated $474 and bringing the position to 7,929 shares worth $644K. The position accounts for 0.33% of the portfolio, ranked #72.

Dickmeyer Boyce Financial Management first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Dickmeyer Boyce Financial Management held 7,929 shares of Coca-Cola worth $644K as of Q2 2026.
Dickmeyer Boyce Financial Management bought 6 Coca-Cola shares in Q2 2026, an estimated $474.
Coca-Cola made up 0.33% of Dickmeyer Boyce Financial Management's portfolio in Q2 2026, its #72 holding.
Dickmeyer Boyce Financial Management first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.