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Carr Financial Group’s Coca-Cola KO Stock Holding History

Carr Financial Group’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
Q1 		$334K Buy
4,386
+300
+7% +$22.7K 0.09% 132
2025
Q4 		$286K Buy
4,086
+52
+1% +$3.63K 0.08% 145
2025
Q3 		$268K Buy
4,034
+10
+0.2% +$688 0.07% 154
2025
Q2 		$285K Buy
4,024
+13
+0.3% +$926 0.08% 148
2025
Q1 		$287K Buy
4,011
+300
+8% +$20K 0.09% 141
2024
Q4 		$231K Buy
3,711
+8
+0.2% +$522 0.07% 170
2024
Q3 		$266K Buy
3,703
+332
+10% +$22.7K 0.08% 167
2024
Q2 		$215K Buy
+3,371
New +$209K 0.07% 179

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carr Financial Group's KO Position: Q1 2026 in Review

Carr Financial Group increased its Coca-Cola (KO) stake by 7.3% in Q1 2026, buying an estimated $22.7K and bringing the position to 4,386 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #132.

Carr Financial Group first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Carr Financial Group held 4,386 shares of Coca-Cola worth $334K as of Q1 2026.
  • Carr Financial Group bought 300 Coca-Cola shares in Q1 2026, an estimated $22.7K.
  • Coca-Cola made up 0.09% of Carr Financial Group's portfolio in Q1 2026, its #132 holding.
  • Carr Financial Group first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.