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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Curio Wealth's KO Position: Q1 2026 in Review

Curio Wealth increased its Coca-Cola (KO) stake by 56% in Q1 2026, buying an estimated $12.4K and bringing the position to 459 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #154.

Curio Wealth first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,556 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Curio Wealth held 459 shares of Coca-Cola worth $34.9K as of Q1 2026.
  • Curio Wealth bought 164 Coca-Cola shares in Q1 2026, an estimated $12.4K.
  • Coca-Cola made up 0.01% of Curio Wealth's portfolio in Q1 2026, its #154 holding.
  • Curio Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.