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 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Curtis Advisory Group's KO Position: Q1 2026 in Review

Curtis Advisory Group held its Coca-Cola (KO) position steady in Q1 2026 at 6,200 shares worth $472K. The position accounts for 0.1% of the portfolio, ranked #90.

Curtis Advisory Group first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Curtis Advisory Group held 6,200 shares of Coca-Cola worth $472K as of Q1 2026.
Curtis Advisory Group left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.1% of Curtis Advisory Group's portfolio in Q1 2026, its #90 holding.
Curtis Advisory Group first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.