1
BA
BOEING CO · Consumer Discretionary
Consensus score 1/100 · #210 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
1.0%
of their portfolios
Combined value
$709M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Viking Global Investors Concentrated | 2.0% | $709M | ADD |
| Horizon Kinetics Franchise/inflation | 0.0% | $218K | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.