Curi Wealth Management’s Coca-Cola KO Stock Holding History

Curi Wealth Management’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
2024 Q1	–	Sell	-4,061	Closed	-$239K	–	79
2023 Q4	$239K	Sell	4,061 -23	-0.6%	-$1.31K	0.03%	137
2023 Q3	$229K	Sell	4,084 -336	-8%	-$20.2K	0.04%	136
2023 Q2	$266K	Buy	4,420 +11	+0.2%	+$684	0.04%	140
2023 Q1	$273K	Hold	4,409	–	–	0.04%	133
2022 Q4	$280K	Buy	+4,409	New	+$266K	0.04%	154
2022 Q3	–	Sell	-1,336	Closed	-$84K	–	468
2022 Q2	$84K	Buy	1,336 +888	+198%	+$56.3K	0.02%	188
2022 Q1	$27K	Buy	448 +22	+5%	+$1.34K	﹤0.01%	257
2021 Q4	$25K	Buy	+426	New	+$23.7K	﹤0.01%	229
2021 Q1	–	Sell	-211	Closed	-$11K	–	303
2020 Q4	$11K	Buy	+211	New	+$10.9K	0.01%	244

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Curi Wealth Management's KO Position: Q1 2024 in Review

Curi Wealth Management sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 4,061 shares — an estimated $239K sold.

Curi Wealth Management first reported a position in KO in Q4 2020 and held it in 9 quarters. The position peaked at $280K in Q4 2022. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Curi Wealth Management reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 4,061 Coca-Cola shares in Q1 2024, an estimated $239K.
Curi Wealth Management first reported a position in Coca-Cola in Q4 2020 and held it in 9 quarters.
Curi Wealth Management's Coca-Cola position peaked at $280K in Q4 2022.
2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.