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Moneta Group Investment Advisors’s Coca-Cola KO Stock Holding History

Moneta Group Investment 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 		$7.02M Sell
92,311
-19,556
-17% -$1.48M 0.05% 133
2025
Q4 		$7.82M Buy
111,867
+665
+0.6% +$46.4K 0.06% 125
2025
Q3 		$7.37M Buy
111,202
+911
+0.8% +$62.7K 0.06% 127
2025
Q2 		$7.8M Buy
110,291
+24,761
+29% +$1.76M 0.09% 110
2025
Q1 		$6.13M Sell
85,530
-12,600
-13% -$841K 0.08% 118
2024
Q4 		$6.11M Buy
98,130
+16,190
+20% +$1.06M 0.09% 117
2024
Q3 		$5.89M Sell
81,940
-427
-0.5% -$29.2K 0.09% 117
2024
Q2 		$5.24M Buy
82,367
+2,962
+4% +$183K 0.08% 119
2024
Q1 		$4.86M Buy
79,405
+6,714
+9% +$403K 0.08% 124
2023
Q4 		$4.28M Sell
72,691
-2,308
-3% -$131K 0.08% 119
2023
Q3 		$4.2M Sell
74,999
-2,053
-3% -$123K 0.1% 112
2023
Q2 		$4.64M Buy
77,052
+5,570
+8% +$347K 0.1% 108
2023
Q1 		$4.43M Buy
71,482
+12,135
+20% +$735K 0.11% 106
2022
Q4 		$3.64M Buy
59,347
+3,510
+6% +$212K 0.1% 115
2022
Q3 		$3.13M Buy
55,837
+3,556
+7% +$221K 0.12% 111
2022
Q2 		$3.29M Buy
52,281
+5,765
+12% +$365K 0.11% 114
2022
Q1 		$2.88M Sell
46,516
-588
-1% -$35.8K 0.11% 112
2021
Q4 		$2.79M Buy
47,104
+982
+2% +$54.7K 0.11% 118
2021
Q3 		$2.42M Sell
46,122
-2,871
-6% -$160K 0.11% 114
2021
Q2 		$2.65M Buy
48,993
+4,315
+10% +$235K 0.12% 118
2021
Q1 		$2.35M Buy
44,678
+12,767
+40% +$643K 0.12% 115
2020
Q4 		$1.75M Sell
31,911
-1,146
-3% -$59.3K 0.13% 106
2020
Q3 		$1.63M Buy
33,057
+4,140
+14% +$199K 0.14% 93
2020
Q2 		$1.29M Buy
28,917
+5,414
+23% +$249K 0.12% 101
2020
Q1 		$1.04M Sell
23,503
-1,393
-6% -$75.2K 0.11% 104
2019
Q4 		$1.38M Buy
24,896
+1,402
+6% +$75.4K 0.12% 101
2019
Q3 		$1.28M Sell
23,494
-1,624
-6% -$87K 0.12% 105
2019
Q2 		$1.28M Sell
25,118
-3,755
-13% -$184K 0.13% 104
2019
Q1 		$1.35M Sell
28,873
-5,826
-17% -$272K 0.14% 92
2018
Q4 		$1.64M Buy
34,699
+20,095
+138% +$962K 0.2% 81
2018
Q3 		$675K Sell
14,604
-11,397
-44% -$521K 0.07% 126
2018
Q2 		$1.14M Buy
26,001
+18,890
+266% +$816K 0.13% 98
2018
Q1 		$309K Buy
7,111
+5,288
+290% +$238K 0.04% 156
2017
Q4 		$84K Buy
+1,823
New +$83.8K 0.01% 250
2015
Q4 		– Sell
-11,119
Closed -$446K – 288
2015
Q3 		$446K Sell
11,119
-400
-3% -$16K 0.12% 82
2015
Q2 		$452K Buy
11,519
+3,009
+35% +$122K 0.14% 80
2015
Q1 		$345K Hold
8,510
– – 0.15% 109
2014
Q4 		$359K Buy
+8,510
New +$363K 0.17% 100

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

Moneta Group Investment Advisors's KO Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Coca-Cola (KO) stake by 17% in Q1 2026, selling an estimated $1.48M and leaving 92,311 shares worth $7.02M. The position accounts for 0.05% of the portfolio, ranked #133.

Moneta Group Investment Advisors first reported a position in KO in Q4 2014 and has held it in 38 quarters since. The position peaked at $7.82M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Moneta Group Investment Advisors held 92,311 shares of Coca-Cola worth $7.02M as of Q1 2026.
  • Moneta Group Investment Advisors sold 19,556 Coca-Cola shares in Q1 2026, an estimated $1.48M.
  • Coca-Cola made up 0.05% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #133 holding.
  • Moneta Group Investment Advisors first reported a position in Coca-Cola in Q4 2014 and has held it in 38 quarters since.
  • Moneta Group Investment Advisors's Coca-Cola position peaked at $7.82M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.