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Carson Advisory’s Coca-Cola KO Stock Holding History

Carson Advisory’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 		$1.59M Sell
20,919
-543
-3% -$41K 0.82% 26
2025
Q4 		$1.5M Buy
21,462
+50
+0.2% +$3.49K 0.78% 30
2025
Q3 		$1.42M Sell
21,412
-1,872
-8% -$129K 0.77% 29
2025
Q2 		$1.65M Buy
23,284
+472
+2% +$33.6K 1.05% 21
2025
Q1 		$1.63M Sell
22,812
-980
-4% -$65.4K 1.1% 23
2024
Q4 		$1.48M Sell
23,792
-252
-1% -$16.4K 1.03% 26
2024
Q3 		$1.73M Sell
24,044
-2,160
-8% -$148K 1.08% 22
2024
Q2 		$1.67M Buy
26,204
+1,321
+5% +$81.8K 1.17% 22
2024
Q1 		$1.52M Sell
24,883
-100
-0.4% -$6.01K 1.07% 22
2023
Q4 		$1.47M Sell
24,983
-82
-0.3% -$4.66K 1.14% 23
2023
Q3 		$1.4M Buy
25,065
+2,142
+9% +$128K 1.23% 20
2023
Q2 		$1.38M Sell
22,923
-25
-0.1% -$1.55K 1.17% 22
2023
Q1 		$1.42M Buy
22,948
+100
+0.4% +$6.05K 1.27% 20
2022
Q4 		$1.45M Buy
22,848
+27
+0.1% +$1.63K 1.39% 18
2022
Q3 		$1.28M Buy
22,821
+7
+0% +$435 1.42% 17
2022
Q2 		$1.44M Buy
22,814
+423
+2% +$26.8K 1.6% 16
2022
Q1 		$1.39M Sell
22,391
-349
-2% -$21.2K 1.38% 17
2021
Q4 		$1.35M Buy
+22,740
New +$1.27M 1.36% 18

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

Carson Advisory's KO Position: Q1 2026 in Review

Carson Advisory reduced its Coca-Cola (KO) stake by 2.5% in Q1 2026, selling an estimated $41K and leaving 20,919 shares worth $1.59M. The position accounts for 0.82% of the portfolio, ranked #26.

Carson Advisory first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.73M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Carson Advisory held 20,919 shares of Coca-Cola worth $1.59M as of Q1 2026.
  • Carson Advisory sold 543 Coca-Cola shares in Q1 2026, an estimated $41K.
  • Coca-Cola made up 0.82% of Carson Advisory's portfolio in Q1 2026, its #26 holding.
  • Carson Advisory first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Coca-Cola position peaked at $1.73M in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.