Carson Wealth (CWM LLC)
KO icon

Carson Wealth (CWM LLC)’s Coca-Cola KO Stock Holding History

Carson Wealth (CWM LLC)’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 		$55.4M Buy
728,893
+7,862
+1% +$594K 0.15% 148
2025
Q4 		$50.4M Buy
721,031
+120,174
+20% +$8.38M 0.14% 143
2025
Q3 		$39.8M Buy
600,857
+36,025
+6% +$2.48M 0.12% 151
2025
Q2 		$40M Buy
564,832
+17,699
+3% +$1.26M 0.14% 135
2025
Q1 		$39.2M Buy
547,133
+44,470
+9% +$2.97M 0.16% 126
2024
Q4 		$31.3M Buy
502,663
+67,944
+16% +$4.44M 0.13% 142
2024
Q3 		$31.2M Buy
434,719
+37,483
+9% +$2.57M 0.13% 137
2024
Q2 		$25.3M Buy
397,236
+27,470
+7% +$1.7M 0.12% 158
2024
Q1 		$22.6M Buy
369,766
+41,466
+13% +$2.49M 0.11% 181
2023
Q4 		$19.3M Buy
328,300
+55,082
+20% +$3.13M 0.1% 188
2023
Q3 		$15.3M Buy
273,218
+46,187
+20% +$2.77M 0.09% 185
2023
Q2 		$13.7M Buy
227,031
+65,118
+40% +$4.05M 0.08% 194
2023
Q1 		$10M Buy
161,913
+37,064
+30% +$2.24M 0.07% 218
2022
Q4 		$7.94M Buy
124,849
+23,132
+23% +$1.4M 0.06% 229
2022
Q3 		$5.7M Buy
101,717
+4,112
+4% +$256K 0.05% 265
2022
Q2 		$6.14M Buy
97,605
+13,081
+15% +$829K 0.05% 261
2022
Q1 		$5.24M Buy
84,524
+10,714
+15% +$652K 0.04% 292
2021
Q4 		$4.37M Buy
+73,810
New +$4.11M 0.03% 313
2021
Q2 		$3.07M Hold
56,744
– – 0.02% 345
2021
Q1 		$3.07M Hold
56,744
– – 0.02% 345
2020
Q4 		$3.07M Hold
56,744
– – 0.02% 345
2020
Q3 		$3.07M Hold
56,744
– – 0.02% 345
2020
Q2 		$3.07M Hold
56,744
– – 0.02% 345
2020
Q1 		$3.07M Hold
56,744
– – 0.02% 345
2019
Q4 		$3.07M Hold
56,744
– – 0.02% 345
2019
Q3 		$3.07M Hold
56,744
– – 0.02% 345
2019
Q2 		$3.07M Hold
56,744
– – 0.02% 345
2019
Q1 		$3.07M Sell
56,744
-425,179
-88% -$19.9M 0.02% 345
2018
Q4 		$22.8M Sell
481,923
-3,590
-0.7% -$172K 0.57% 39
2018
Q3 		$22.4M Buy
485,513
+1,100
+0.2% +$50.3K 0.57% 42
2018
Q2 		$21.2M Buy
484,413
+477,582
+6,991% +$20.6M 0.7% 41
2018
Q1 		$297K Sell
6,831
-435
-6% -$19.5K 0.01% 330
2017
Q4 		$333K Sell
7,266
-239
-3% -$11K 0.01% 296
2017
Q3 		$338K Buy
7,505
+1,026
+16% +$46.7K 0.02% 286
2017
Q2 		$291K Buy
6,479
+122
+2% +$5.39K 0.01% 283
2017
Q1 		$270K Sell
6,357
-1,446
-19% -$60.3K 0.02% 272
2016
Q4 		$324K Buy
7,803
+1,405
+22% +$58.5K 0.02% 235
2016
Q3 		$271K Buy
6,398
+1,400
+28% +$61.4K 0.02% 236
2016
Q2 		$227K Sell
4,998
-258,791
-98% -$11.7M 0.02% 235
2016
Q1 		$12.2M Buy
263,789
+24,703
+10% +$1.08M 1.07% 24
2015
Q4 		$10.3M Buy
239,086
+26,034
+12% +$1.1M 1% 34
2015
Q3 		$8.55M Buy
213,052
+31,673
+17% +$1.27M 0.86% 45
2015
Q2 		$7.12M Buy
181,379
+44,122
+32% +$1.79M 0.68% 61
2015
Q1 		$5.57M Buy
137,257
+45,683
+50% +$1.91M 0.56% 69
2014
Q4 		$3.87M Buy
91,574
+65,900
+257% +$2.81M 0.47% 81
2014
Q3 		$1.09M Buy
25,674
+16,956
+194% +$701K 0.16% 122
2014
Q2 		$369K Buy
+8,718
New +$354K 0.07% 133
2014
Q1 		– Sell
-2,491
Closed -$103K – 328
2013
Q4 		$103K Sell
2,491
-850
-25% -$33.5K 0.02% 196
2013
Q3 		$127K Buy
+3,341
New +$132K 0.03% 143

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 Wealth (CWM LLC)'s KO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Coca-Cola (KO) stake by 1.1% in Q1 2026, buying an estimated $594K and bringing the position to 728,893 shares worth $55.4M. The position accounts for 0.15% of the portfolio, ranked #148.

Carson Wealth (CWM LLC) first reported a position in KO in Q3 2013 and has held it in 49 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 728,893 shares of Coca-Cola worth $55.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,862 Coca-Cola shares in Q1 2026, an estimated $594K.
  • Coca-Cola made up 0.15% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #148 holding.
  • Carson Wealth (CWM LLC) first reported a position in Coca-Cola in Q3 2013 and has held it in 49 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.