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MONECO Advisors’s Coca-Cola KO Stock Holding History

MONECO Advisors’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 		$1.61M Buy
21,217
+275
+1% +$20.8K 0.13% 158
2025
Q4 		$1.46M Buy
20,942
+1,240
+6% +$86.4K 0.12% 165
2025
Q3 		$1.31M Buy
19,702
+926
+5% +$63.7K 0.11% 173
2025
Q2 		$1.33M Buy
18,776
+324
+2% +$23.1K 0.12% 165
2025
Q1 		$1.32M Buy
18,452
+760
+4% +$50.8K 0.14% 152
2024
Q4 		$1.1M Buy
17,692
+56
+0.3% +$3.65K 0.12% 168
2024
Q3 		$1.27M Sell
17,636
-959
-5% -$65.7K 0.16% 133
2024
Q2 		$1.18M Buy
18,595
+121
+0.7% +$7.49K 0.17% 128
2024
Q1 		$1.13M Buy
18,474
+360
+2% +$21.6K 0.18% 135
2023
Q4 		$1.07M Buy
18,114
+589
+3% +$33.5K 0.2% 126
2023
Q3 		$981K Buy
17,525
+189
+1% +$11.3K 0.27% 99
2023
Q2 		$1.04M Sell
17,336
-135
-0.8% -$8.4K 0.28% 92
2023
Q1 		$1.08M Buy
17,471
+2,672
+18% +$162K 0.32% 81
2022
Q4 		$941K Buy
14,799
+809
+6% +$48.8K 0.34% 75
2022
Q3 		$784K Buy
13,990
+372
+3% +$23.1K 0.31% 80
2022
Q2 		$857K Buy
13,618
+2,202
+19% +$140K 0.33% 76
2022
Q1 		$708K Buy
11,416
+506
+5% +$30.8K 0.26% 88
2021
Q4 		$672K Buy
10,910
+762
+8% +$42.4K 0.25% 95
2021
Q3 		$532K Sell
10,148
-232
-2% -$12.9K 0.21% 112
2021
Q2 		$562K Buy
10,380
+315
+3% +$17.1K 0.26% 94
2021
Q1 		$531K Buy
10,065
+1,155
+13% +$58.1K 0.26% 91
2020
Q4 		$447K Buy
8,910
+1,342
+18% +$69.4K 0.25% 94
2020
Q3 		$374K Buy
7,568
+2,743
+57% +$132K 0.24% 95
2020
Q2 		$216K Buy
+4,825
New +$222K 0.17% 120

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

MONECO Advisors's KO Position: Q1 2026 in Review

MONECO Advisors increased its Coca-Cola (KO) stake by 1.3% in Q1 2026, buying an estimated $20.8K and bringing the position to 21,217 shares worth $1.61M. The position accounts for 0.13% of the portfolio, ranked #158.

MONECO Advisors first reported a position in KO in Q2 2020 and has held it in 24 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • MONECO Advisors held 21,217 shares of Coca-Cola worth $1.61M as of Q1 2026.
  • MONECO Advisors bought 275 Coca-Cola shares in Q1 2026, an estimated $20.8K.
  • Coca-Cola made up 0.13% of MONECO Advisors's portfolio in Q1 2026, its #158 holding.
  • MONECO Advisors first reported a position in Coca-Cola in Q2 2020 and has held it in 24 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.