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Curio Wealth’s Coca-Cola KO Stock Holding History

Curio Wealth’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 		– Sell
-459
Closed -$34.9K – 647
2026
Q1 		$34.9K Buy
459
+164
+56% +$12.4K 0.01% 154
2025
Q4 		$20.7K Buy
295
+256
+656% +$17.8K 0.01% 192
2025
Q3 		$2.59K Sell
39
-251
-87% -$17.3K ﹤0.01% 234
2025
Q2 		$20.5K Buy
290
+285
+5,700% +$20.3K 0.01% 167
2025
Q1 		$17.9K Sell
5
-34
-87% -$2.27K 0.01% 188
2024
Q4 		$2.43K Buy
+39
New +$2.55K ﹤0.01% 265

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 $3.38T AUM 44.17% 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

Curio Wealth's KO Position: Q2 2026 in Review

Curio Wealth sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 459 shares — an estimated $34.9K sold.

Curio Wealth first reported a position in KO in Q4 2024 and held it in 6 quarters. The position peaked at $34.9K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Curio Wealth reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 459 Coca-Cola shares in Q2 2026, an estimated $34.9K.
  • Curio Wealth first reported a position in Coca-Cola in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Coca-Cola position peaked at $34.9K in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.