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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
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 $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

Carrera Capital Advisors's KO Position: Q1 2026 in Review

Carrera Capital Advisors reduced its Coca-Cola (KO) stake by 1.7% in Q1 2026, selling an estimated $9.68K and leaving 7,492 shares worth $574K. The position accounts for 0.09% of the portfolio, ranked #109.

Carrera Capital Advisors first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Carrera Capital Advisors held 7,492 shares of Coca-Cola worth $574K as of Q1 2026.
  • Carrera Capital Advisors sold 128 Coca-Cola shares in Q1 2026, an estimated $9.68K.
  • Coca-Cola made up 0.09% of Carrera Capital Advisors's portfolio in Q1 2026, its #109 holding.
  • Carrera Capital Advisors first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • Carrera Capital Advisors's Coca-Cola position peaked at $3.68M in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Carrera Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.