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Carrera Capital Advisors’s Coca-Cola KO Stock Holding History

Carrera Capital Advisors’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 		$640K Buy
7,821
+329
+4% +$26K 0.09% 116
2026
Q1 		$574K Sell
7,492
-128
-2% -$9.68K 0.09% 109
2025
Q4 		$533K Buy
7,620
+997
+15% +$69.5K 0.09% 101
2025
Q3 		$443K Sell
6,623
-1,276
-16% -$87.8K 0.08% 96
2025
Q2 		$563K Sell
7,899
-43,087
-85% -$3.07M 0.11% 84
2025
Q1 		$3.68M Buy
50,986
+3,227
+7% +$216K 0.81% 24
2024
Q4 		$2.97M Buy
47,759
+5,337
+13% +$348K 0.7% 28
2024
Q3 		$3.07M Buy
+42,422
New +$2.9M 0.75% 22

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

Carrera Capital Advisors's KO Position: Q2 2026 in Review

Carrera Capital Advisors increased its Coca-Cola (KO) stake by 4.4% in Q2 2026, buying an estimated $26K and bringing the position to 7,821 shares worth $640K. The position accounts for 0.09% of the portfolio, ranked #116.

Carrera Capital Advisors first reported a position in KO in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.68M in Q1 2025. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Carrera Capital Advisors held 7,821 shares of Coca-Cola worth $640K as of Q2 2026.
  • Carrera Capital Advisors bought 329 Coca-Cola shares in Q2 2026, an estimated $26K.
  • Coca-Cola made up 0.09% of Carrera Capital Advisors's portfolio in Q2 2026, its #116 holding.
  • Carrera Capital Advisors first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • Carrera Capital Advisors's Coca-Cola position peaked at $3.68M in Q1 2025.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.