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Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

KO holding history

Coca Cola Co in every 13F filed by Carson Advisory Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overviewAll 13F holders of KOFull Q2 2026 holdings

Shares (Q2 2026)
21,310
Value
$1.73M
% of portfolio
0.8%
Quarters held
19
Since Q4 2021
Holdings of KO by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,310$1.73M0.8%+391+1.9%AddedHolders
Q1 202620,919$1.59M0.8%−543−2.5%ReducedHolders
Q4 202521,462$1.50M0.8%+50+0.2%AddedHolders
Q3 202521,412$1.42M0.8%−1,872−8.0%ReducedHolders
Q2 202523,284$1.65M1.0%+472+2.1%AddedHolders
Q1 202522,812$1.63M1.1%−980−4.1%ReducedHolders
Q4 202423,792$1.48M1.0%−252−1.0%ReducedHolders
Q3 202424,044$1.73M1.1%−2,160−8.2%ReducedHolders
Q2 202426,204$1.67M1.2%+1,321+5.3%AddedHolders
Q1 202424,883$1.52M1.1%−100−0.4%ReducedHolders
Q4 202324,983$1.47M1.1%−82−0.3%ReducedHolders
Q3 202325,065$1.40M1.2%+2,142+9.3%AddedHolders
Q2 202322,923$1.38M1.2%−25−0.1%ReducedHolders
Q1 202322,948$1.42M1.3%+100+0.4%AddedHolders
Q4 202222,848$1.45M1.4%+27+0.1%AddedHolders
Q3 202222,821$1.28M1.4%+70.0%AddedHolders
Q2 202222,814$1.44M1.6%+423+1.9%AddedHolders
Q1 202222,391$1.39M1.4%−349−1.5%ReducedHolders
Q4 202122,740$1.35M1.4%–No prior filingHolders