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Coca-Cola Company shares owned by Carlson Financial

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial investment in Coca-Cola Company

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All positions including Coca-Cola Company held by Carlson Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $285k 3.5k 81.25
2026-03-31 $267k 3.5k 76.06
2025-12-31 $246k 3.5k 69.92

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Top funds holding Coca-Cola Company

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Franklin Resources
Goldman Sachs Group

View all funds holding Coca-Cola Company