Cura Wealth Advisors’s Coca-Cola KO Stock Holding History

Cura Wealth Advisors’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	$262K	Sell	3,229 -4	-0.1%	-$316	0.11%	108
2026 Q1	$246K	Sell	3,233 -8	-0.2%	-$605	0.11%	101
2025 Q4	$227K	Buy	+3,241	New	+$226K	0.09%	122

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cura Wealth Advisors's KO Position: Q2 2026 in Review

Cura Wealth Advisors reduced its Coca-Cola (KO) stake by 0.12% in Q2 2026, selling an estimated $316 and leaving 3,229 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #108.

Cura Wealth Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cura Wealth Advisors held 3,229 shares of Coca-Cola worth $262K as of Q2 2026.
Cura Wealth Advisors sold 4 Coca-Cola shares in Q2 2026, an estimated $316.
Coca-Cola made up 0.11% of Cura Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Cura Wealth Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.