DBFM
KO icon

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
Q3 		$676K Sell
7,855
-74
-0.9% -$6.42K 0.35% 70
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Dickmeyer Boyce Financial Management's KO Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Coca-Cola (KO) stake by 0.93% in Q3 2026, selling an estimated $6.42K and leaving 7,855 shares worth $676K. The position accounts for 0.35% of the portfolio, ranked #70.

Dickmeyer Boyce Financial Management first reported a position in KO in Q1 2026 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 7,855 shares of Coca-Cola worth $676K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 74 Coca-Cola shares in Q3 2026, an estimated $6.42K.
  • Coca-Cola made up 0.35% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #70 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Coca-Cola in Q1 2026 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.