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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
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 $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

Curran Financial Partners's KO Position: Q1 2026 in Review

Curran Financial Partners reduced its Coca-Cola (KO) stake by 4.1% in Q1 2026, selling an estimated $13.4K and leaving 4,120 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #99.

Curran Financial Partners first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Curran Financial Partners held 4,120 shares of Coca-Cola worth $313K as of Q1 2026.
  • Curran Financial Partners sold 177 Coca-Cola shares in Q1 2026, an estimated $13.4K.
  • Coca-Cola made up 0.06% of Curran Financial Partners's portfolio in Q1 2026, its #99 holding.
  • Curran Financial Partners first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.