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Curated Wealth Partners’s Coca-Cola KO Stock Holding History

Curated Wealth Partners’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 		$522K Buy
160,481
+157,191
+4,778% +$12.4M 0.07% 256
2026
Q1 		$250K Buy
+3,290
New +$249K 0.03% 182
2025
Q3 		– Sell
-3,089
Closed -$219K – 165
2025
Q2 		$219K Hold
3,089
– – 0.03% 147
2025
Q1 		$221K Buy
+3,089
New +$206K 0.03% 143

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Curated Wealth Partners's KO Position: Q2 2026 in Review

Curated Wealth Partners increased its Coca-Cola (KO) stake by 4,778% in Q2 2026, buying an estimated $12.4M and bringing the position to 160,481 shares worth $522K. The position accounts for 0.07% of the portfolio, ranked #256.

Curated Wealth Partners first reported a position in KO in Q1 2025 and has held it in 4 quarters since. 1,364 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Curated Wealth Partners held 160,481 shares of Coca-Cola worth $522K as of Q2 2026.
  • Curated Wealth Partners bought 157,191 Coca-Cola shares in Q2 2026, an estimated $12.4M.
  • Coca-Cola made up 0.07% of Curated Wealth Partners's portfolio in Q2 2026, its #256 holding.
  • Curated Wealth Partners first reported a position in Coca-Cola in Q1 2025 and has held it in 4 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.