Carter Financial Group’s Coca-Cola KO Stock Holding History

Carter Financial Group’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	$263K	Buy	+3,223	New	+$255K	0.14%	104

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Carter Financial Group's KO Position: Q2 2026 in Review

Carter Financial Group opened a new position in Coca-Cola (KO) in Q2 2026: 3,223 shares worth $263K. The stake represents 0.14% of the portfolio and ranks #104 among its holdings.

1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Carter Financial Group held 3,223 shares of Coca-Cola worth $263K as of Q2 2026.
Coca-Cola was a new Carter Financial Group position in Q2 2026.
Coca-Cola made up 0.14% of Carter Financial Group's portfolio in Q2 2026, its #104 holding.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.