CG
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Curat Global’s Coca-Cola KO Stock Holding History

Curat Global’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
Q3 		$80.9K Buy
940
+200
+27% +$17.3K 0.07% 148
2026
Q2 		$76.4K Sell
740
-200
-21% -$15.8K 0.06% 155
2026
Q1 		$71.5K Hold
940
– – 0.07% 153
2025
Q4 		$65.7K Sell
940
-200
-18% -$13.9K 0.07% 156
2025
Q3 		$75.3K Hold
1,140
– – 0.07% 159
2025
Q2 		$80.7K Hold
1,140
– – 0.08% 153
2025
Q1 		$81.6K Buy
+1,140
New +$76.1K 0.1% 158

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Curat Global's KO Position: Q3 2026 in Review

Curat Global increased its Coca-Cola (KO) stake by 27% in Q3 2026, buying an estimated $17.3K and bringing the position to 940 shares worth $80.9K. The position accounts for 0.07% of the portfolio, ranked #148.

Curat Global first reported a position in KO in Q1 2025 and has held it in 7 quarters since. The position peaked at $81.6K in Q1 2025. 2,606 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Curat Global held 940 shares of Coca-Cola worth $80.9K as of Q3 2026.
  • Curat Global bought 200 Coca-Cola shares in Q3 2026, an estimated $17.3K.
  • Coca-Cola made up 0.07% of Curat Global's portfolio in Q3 2026, its #148 holding.
  • Curat Global first reported a position in Coca-Cola in Q1 2025 and has held it in 7 quarters since.
  • Curat Global's Coca-Cola position peaked at $81.6K in Q1 2025.
  • 2,606 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Curat Global's 13F filing for Q3 2026, filed 26 Oct 2026.