DLCIG
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D.L. Carlson Investment Group’s Coca-Cola KO Stock Holding History

D.L. Carlson Investment 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 		$2.3M Buy
28,282
+102
+0.4% +$8.06K 0.37% 71
2026
Q1 		$2.14M Buy
+28,180
New +$2.13M 0.37% 68
2021
Q1 		– Sell
-54,980
Closed -$3.02M – 149
2020
Q4 		$3.02M Buy
+54,980
New +$2.84M 0.55% 67
2013
Q4 		– Sell
-76,665
Closed -$2.9M – 132
2013
Q3 		$2.9M Sell
76,665
-20,259
-21% -$801K 1.11% 41
2013
Q2 		$3.89M Buy
+96,924
New +$4.01M 1.56% 20

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

D.L. Carlson Investment Group's KO Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its Coca-Cola (KO) stake by 0.36% in Q2 2026, buying an estimated $8.06K and bringing the position to 28,282 shares worth $2.3M. The position accounts for 0.37% of the portfolio, ranked #71.

D.L. Carlson Investment Group first reported a position in KO in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.89M in Q2 2013. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • D.L. Carlson Investment Group held 28,282 shares of Coca-Cola worth $2.3M as of Q2 2026.
  • D.L. Carlson Investment Group bought 102 Coca-Cola shares in Q2 2026, an estimated $8.06K.
  • Coca-Cola made up 0.37% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #71 holding.
  • D.L. Carlson Investment Group first reported a position in Coca-Cola in Q2 2013 and has held it in 5 quarters since.
  • D.L. Carlson Investment Group's Coca-Cola position peaked at $3.89M in Q2 2013.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.