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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 		$385K Buy
4,739
+1,449
+44% +$114K 0.04% 142
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Curated Wealth Partners increased its Coca-Cola (KO) stake by 44% in Q2 2026, buying an estimated $114K and bringing the position to 4,739 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #142.

Curated Wealth Partners first reported a position in KO in Q1 2025 and has held it in 4 quarters since. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Curated Wealth Partners held 4,739 shares of Coca-Cola worth $385K as of Q2 2026.
  • Curated Wealth Partners bought 1,449 Coca-Cola shares in Q2 2026, an estimated $114K.
  • Coca-Cola made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Curated Wealth Partners first reported a position in Coca-Cola in Q1 2025 and has held it in 4 quarters since.
  • 3,637 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.