Curtis Advisory Group
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Curtis Advisory Group’s Coca-Cola KO Stock Holding History

Curtis Advisory Group’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
Q3 		$534K Hold
6,200
– – 0.1% 88
2026
Q2 		$504K Hold
6,200
– – 0.1% 90
2026
Q1 		$472K Hold
6,200
– – 0.1% 90
2025
Q4 		$433K Hold
6,200
– – 0.09% 90
2025
Q3 		$411K Hold
6,200
– – 0.09% 85
2025
Q2 		$439K Buy
+6,200
New +$442K 0.11% 81

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Curtis Advisory Group's KO Position: Q3 2026 in Review

Curtis Advisory Group held its Coca-Cola (KO) position steady in Q3 2026 at 6,200 shares worth $534K. The position accounts for 0.1% of the portfolio, ranked #88.

Curtis Advisory Group first reported a position in KO in Q2 2025 and has held it in 6 quarters since. 2,427 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Curtis Advisory Group held 6,200 shares of Coca-Cola worth $534K as of Q3 2026.
  • Curtis Advisory Group left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.1% of Curtis Advisory Group's portfolio in Q3 2026, its #88 holding.
  • Curtis Advisory Group first reported a position in Coca-Cola in Q2 2025 and has held it in 6 quarters since.
  • 2,427 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.