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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
Q2 		$1.73M Buy
21,310
+391
+2% +$30.9K 0.8% 26
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 $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 $3.38T AUM 44.17% 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

Carson Advisory's KO Position: Q2 2026 in Review

Carson Advisory increased its Coca-Cola (KO) stake by 1.9% in Q2 2026, buying an estimated $30.9K and bringing the position to 21,310 shares worth $1.73M. The position accounts for 0.8% of the portfolio, ranked #26.

Carson Advisory first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Carson Advisory held 21,310 shares of Coca-Cola worth $1.73M as of Q2 2026.
  • Carson Advisory bought 391 Coca-Cola shares in Q2 2026, an estimated $30.9K.
  • Coca-Cola made up 0.8% of Carson Advisory's portfolio in Q2 2026, its #26 holding.
  • Carson Advisory first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.