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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
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 $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

D.L. Carlson Investment Group's KO Position: Q1 2026 in Review

D.L. Carlson Investment Group opened a new position in Coca-Cola (KO) in Q1 2026: 28,180 shares worth $2.14M. The stake represents 0.37% of the portfolio and ranks #68 among its holdings. This is a return to the name: D.L. Carlson Investment Group previously reported a position in KO as recently as Q4 2020.

D.L. Carlson Investment Group first reported a position in KO in Q2 2013 and has held it in 4 quarters since. The position peaked at $3.89M in Q2 2013. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • D.L. Carlson Investment Group held 28,180 shares of Coca-Cola worth $2.14M as of Q1 2026.
  • Coca-Cola was a new D.L. Carlson Investment Group position in Q1 2026.
  • Coca-Cola made up 0.37% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #68 holding.
  • D.L. Carlson Investment Group first reported a position in Coca-Cola in Q2 2013 and has held it in 4 quarters since.
  • D.L. Carlson Investment Group's Coca-Cola position peaked at $3.89M in Q2 2013.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.