Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$262,420
+$16,551 QoQ
Shares Held
3,229
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,077
of 3,620 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026CURA WEALTH ADVISORS, LLC holds $523,481 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
3,229 | $262,420 | |
| 2 | MNST |
Monster Beverage Corp
|
5,432 | $261,061 |
All Filings in KO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,420 | 3,229 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $245,869 | 3,233 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $226,578 | 3,241 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||