Carlson Financial’s Coca-Cola KO Stock Holding History

Carlson Financial’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

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

Carlson Financial's KO Position: Q2 2026 in Review

Carlson Financial 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 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 held 3,511 shares of Coca-Cola worth $285K as of Q2 2026.
Carlson Financial sold 2 Coca-Cola shares in Q2 2026, an estimated $158.
Coca-Cola made up 0.15% of Carlson Financial's portfolio in Q2 2026, its #148 holding.
Carlson Financial 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's 13F filing for Q2 2026, filed 24 Aug 2026.