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CARLSON FINANCIAL, INC.’s Coca-Cola KO Stock Holding History

CARLSON FINANCIAL, INC.’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 		$285K Sell
3,511
-2
-0.1% -$158 0.15% 148
2026
Q1 		$267K Sell
3,513
-10
-0.3% -$756 0.16% 137
2025
Q4 		$246K Buy
+3,523
New +$246K 0.14% 151

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Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s KO Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Coca-Cola (KO) stake by 0.06% in Q2 2026, selling an estimated $158 and leaving 3,511 shares worth $285K. The position accounts for 0.15% of the portfolio, ranked #148.

CARLSON FINANCIAL, INC. first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 3,511 shares of Coca-Cola worth $285K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 2 Coca-Cola shares in Q2 2026, an estimated $158.
  • Coca-Cola made up 0.15% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #148 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.