Back to KO
Carolina Wealth Advisors, LLC → KO
Carolina Wealth Advisors, LLC KO Position History
The Coca-Cola Company • Manufacturing
Quarters held
4
Latest value
$5.2M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $402K |
| Q1 2026 | $4.6M |
| Q2 2026 | $4.9M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 60.3K | — | — |
| Q2 2026 | $4.9M | 59.8K | — | — |
| Q1 2026 | $4.6M | 60.2K | — | — |
| Q4 2025 | $402K | 5.8K | — | — |
Other funds holding KO
$24.6B
$24.5B
$23.5B
$21.5B
$20.3B
$20.2B
Other Carolina Wealth Advisors, LLC positions
LEO
$19MBNY MELLON US LARGE CAP CORE EQUITY ETF
LEO
$16.9MBNY MELLON US LARGE CAP CORE EQUITY ETF
LEO
$14MBNY MELLON US LARGE CAP CORE EQUITY ETF
SCHW-PJ
$12.7MSCHWAB US TIPS ETF
SCHW-PJ
$12.5MSCHWAB US TIPS ETF
SCHW-PJ
$12.4MSCHWAB US TIPS ETF
SCHW-PJ
$12MSCHWAB US TIPS ETF
LEO
$10.4MBNY MELLON US LARGE CAP CORE EQUITY ETF