CWM
KO icon

CarsonAllaria Wealth Management’s Coca-Cola KO Stock Holding History

CarsonAllaria Wealth Management’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 		$315K Sell
3,877
-23
-0.6% -$1.82K 0.14% 47
2026
Q1 		$297K Hold
3,900
– – 0.15% 49
2025
Q4 		$273K Sell
3,900
-166
-4% -$11.6K 0.14% 53
2025
Q3 		$270K Sell
4,066
-7
-0.2% -$482 0.14% 54
2025
Q2 		$288K Buy
4,073
+9
+0.2% +$641 0.15% 47
2025
Q1 		$291K Sell
4,064
-1
-0% -$67 0.17% 50
2024
Q4 		$253K Sell
4,065
-257
-6% -$16.8K 0.14% 57
2024
Q3 		$311K Sell
4,322
-200
-4% -$13.7K 0.18% 48
2024
Q2 		$288K Sell
4,522
-326
-7% -$20.2K 0.18% 47
2024
Q1 		$297K Sell
4,848
-280
-5% -$16.8K 0.19% 47
2023
Q4 		$302K Sell
5,128
-2,274
-31% -$129K 0.22% 49
2023
Q3 		$414K Buy
7,402
+2,011
+37% +$121K 0.34% 34
2023
Q2 		$325K Buy
5,391
+971
+22% +$60.4K 0.26% 46
2023
Q1 		$274K Sell
4,420
-45
-1% -$2.73K 0.23% 51
2022
Q4 		$284K Buy
4,465
+115
+3% +$6.94K 0.25% 51
2022
Q3 		$244K Sell
4,350
-69
-2% -$4.29K 0.23% 54
2022
Q2 		$278K Buy
4,419
+24
+0.5% +$1.52K 0.26% 50
2022
Q1 		$272K Buy
4,395
+8
+0.2% +$487 0.24% 52
2021
Q4 		$260K Buy
+4,387
New +$244K 0.23% 52

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CarsonAllaria Wealth Management's KO Position: Q2 2026 in Review

CarsonAllaria Wealth Management reduced its Coca-Cola (KO) stake by 0.59% in Q2 2026, selling an estimated $1.82K and leaving 3,877 shares worth $315K. The position accounts for 0.14% of the portfolio, ranked #47.

CarsonAllaria Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $414K in Q3 2023. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CarsonAllaria Wealth Management held 3,877 shares of Coca-Cola worth $315K as of Q2 2026.
  • CarsonAllaria Wealth Management sold 23 Coca-Cola shares in Q2 2026, an estimated $1.82K.
  • Coca-Cola made up 0.14% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #47 holding.
  • CarsonAllaria Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • CarsonAllaria Wealth Management's Coca-Cola position peaked at $414K in Q3 2023.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.