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Curran Financial Partners’s Coca-Cola KO Stock Holding History

Curran Financial 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 		$326K Sell
4,007
-113
-3% -$8.92K 0.05% 107
2026
Q1 		$313K Sell
4,120
-177
-4% -$13.4K 0.06% 99
2025
Q4 		$300K Sell
4,297
-25
-0.6% -$1.74K 0.06% 103
2025
Q3 		$287K Buy
4,322
+386
+10% +$26.6K 0.06% 113
2025
Q2 		$278K Buy
3,936
+2
+0.1% +$142 0.06% 106
2025
Q1 		$282K Hold
3,934
– – 0.07% 79
2024
Q4 		$245K Buy
3,934
+9
+0.2% +$587 0.06% 86
2024
Q3 		$282K Sell
3,925
-64
-2% -$4.38K 0.08% 77
2024
Q2 		$254K Buy
3,989
+277
+7% +$17.1K 0.08% 76
2024
Q1 		$227K Buy
+3,712
New +$223K 0.08% 76

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

Curran Financial Partners's KO Position: Q2 2026 in Review

Curran Financial Partners reduced its Coca-Cola (KO) stake by 2.7% in Q2 2026, selling an estimated $8.92K and leaving 4,007 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #107.

Curran Financial Partners first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Curran Financial Partners held 4,007 shares of Coca-Cola worth $326K as of Q2 2026.
  • Curran Financial Partners sold 113 Coca-Cola shares in Q2 2026, an estimated $8.92K.
  • Coca-Cola made up 0.05% of Curran Financial Partners's portfolio in Q2 2026, its #107 holding.
  • Curran Financial Partners first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.