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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
Q2 		$323K Sell
3,976
-410
-9% -$32.4K 0.07% 148
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 $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

Carr Financial Group's KO Position: Q2 2026 in Review

Carr Financial Group reduced its Coca-Cola (KO) stake by 9.3% in Q2 2026, selling an estimated $32.4K and leaving 3,976 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #148.

Carr Financial Group first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $334K in Q1 2026. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Carr Financial Group held 3,976 shares of Coca-Cola worth $323K as of Q2 2026.
  • Carr Financial Group sold 410 Coca-Cola shares in Q2 2026, an estimated $32.4K.
  • Coca-Cola made up 0.07% of Carr Financial Group's portfolio in Q2 2026, its #148 holding.
  • Carr Financial Group first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • Carr Financial Group's Coca-Cola position peaked at $334K in Q1 2026.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.