Curi RMB Capital’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.76M | Buy |
36,077
+753
| +2% | +$56.9K | 0.05% | 289 |
|
|
2025
Q4 | $2.47M | Sell |
35,324
-73,296
| -67% | -$5.11M | 0.04% | 306 |
|
|
2025
Q3 | $7.24M | Buy |
108,620
+704
| +0.7% | +$48.5K | 0.13% | 177 |
|
|
2025
Q2 | $7.67M | Buy |
107,916
+25,584
| +31% | +$1.82M | 0.15% | 175 |
|
|
2025
Q1 | $5.92M | Sell |
82,332
-5,628
| -6% | -$376K | 0.15% | 178 |
|
|
2024
Q4 | $5.48M | Sell |
87,960
-7,151
| -8% | -$467K | 0.13% | 183 |
|
|
2024
Q3 | $6.83M | Sell |
95,111
-53,815
| -36% | -$3.69M | 0.16% | 164 |
|
|
2024
Q2 | $9.48M | Buy |
148,926
+722
| +0.5% | +$44.7K | 0.23% | 131 |
|
|
2024
Q1 | $9.07M | Buy |
148,204
+135,442
| +1,061% | +$8.14M | 0.21% | 137 |
|
|
2023
Q4 | $752K | Sell |
12,762
-3,328
| -21% | -$189K | 0.02% | 334 |
|
|
2023
Q3 | $901K | Sell |
16,090
-515
| -3% | -$30.9K | 0.03% | 288 |
|
|
2023
Q2 | $1,000K | Buy |
16,605
+513
| +3% | +$31.9K | 0.03% | 284 |
|
|
2023
Q1 | $998K | Hold |
16,092
| – | – | 0.03% | 284 |
|
|
2022
Q4 | $1.02M | Buy |
16,092
+1,639
| +11% | +$98.9K | 0.04% | 284 |
|
|
2022
Q3 | $810K | Buy |
14,453
+238
| +2% | +$14.8K | 0.03% | 304 |
|
|
2022
Q2 | $894K | Buy |
14,215
+23
| +0.2% | +$1.46K | 0.03% | 289 |
|
|
2022
Q1 | $880K | Sell |
14,192
-313
| -2% | -$19K | 0.03% | 273 |
|
|
2021
Q4 | $859K | Sell |
14,505
-3,685
| -20% | -$205K | 0.03% | 297 |
|
|
2021
Q3 | $954K | Buy |
18,190
+85
| +0.5% | +$4.74K | 0.03% | 275 |
|
|
2021
Q2 | $980K | Buy |
18,105
+932
| +5% | +$50.7K | 0.03% | 282 |
|
|
2021
Q1 | $905K | Buy |
17,173
+235
| +1% | +$11.8K | 0.03% | 277 |
|
|
2020
Q4 | $929K | Sell |
16,938
-800
| -5% | -$41.4K | 0.03% | 323 |
|
|
2020
Q3 | $876K | Sell |
17,738
-100
| -0.6% | -$4.81K | 0.04% | 320 |
|
|
2020
Q2 | $797K | Sell |
17,838
-4,344
| -20% | -$200K | 0.04% | 332 |
|
|
2020
Q1 | $982K | Buy |
22,182
+1,241
| +6% | +$67K | 0.05% | 295 |
|
|
2019
Q4 | $1.16M | Buy |
20,941
+2,131
| +11% | +$115K | 0.03% | 344 |
|
|
2019
Q3 | $1.02M | Hold |
18,810
| – | – | 0.03% | 380 |
|
|
2019
Q2 | $958K | Sell |
18,810
-2,362
| -11% | -$116K | 0.02% | 424 |
|
|
2019
Q1 | $992K | Sell |
21,172
-3,181
| -13% | -$149K | 0.03% | 452 |
|
|
2018
Q4 | $1.15M | Buy |
24,353
+749
| +3% | +$35.8K | 0.03% | 470 |
|
|
2018
Q3 | $1.09M | Buy |
23,604
+2,439
| +12% | +$111K | 0.03% | 488 |
|
|
2018
Q2 | $928K | Buy |
21,165
+1,161
| +6% | +$50.1K | 0.02% | 509 |
|
|
2018
Q1 | $869K | Buy |
20,004
+4,858
| +32% | +$218K | 0.02% | 531 |
|
|
2017
Q4 | $695K | Buy |
15,146
+571
| +4% | +$26.2K | 0.02% | 546 |
|
|
2017
Q3 | $656K | Buy |
14,575
+58
| +0.4% | +$2.64K | 0.02% | 486 |
|
|
2017
Q2 | $651K | Buy |
+14,517
| New | +$641K | 0.02% | 501 |
|
Other funds holding KO
VCM
VPM
Curi RMB Capital's KO Position: Q1 2026 in Review
Curi RMB Capital increased its Coca-Cola (KO) stake by 2.1% in Q1 2026, buying an estimated $56.9K and bringing the position to 36,077 shares worth $2.76M. The position accounts for 0.05% of the portfolio, ranked #289.
Curi RMB Capital first reported a position in KO in Q2 2017 and has held it in 36 quarters since. The position peaked at $9.48M in Q2 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Curi RMB Capital held 36,077 shares of Coca-Cola worth $2.76M as of Q1 2026.
- Curi RMB Capital bought 753 Coca-Cola shares in Q1 2026, an estimated $56.9K.
- Coca-Cola made up 0.05% of Curi RMB Capital's portfolio in Q1 2026, its #289 holding.
- Curi RMB Capital first reported a position in Coca-Cola in Q2 2017 and has held it in 36 quarters since.
- Curi RMB Capital's Coca-Cola position peaked at $9.48M in Q2 2024.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.