Monetary Management Group’s Coca-Cola KO Stock Holding History

Monetary Management 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 Q2	$1.07M	Hold	13,160	–	–	0.22%	92
2026 Q1	$1M	Hold	13,160	–	–	0.24%	92
2025 Q4	$920K	Hold	13,160	–	–	0.21%	96
2025 Q3	$873K	Hold	13,160	–	–	0.2%	98
2025 Q2	$931K	Hold	13,160	–	–	0.23%	93
2025 Q1	$943K	Sell	13,160 -125	-0.9%	-$8.35K	0.25%	90
2024 Q4	$827K	Sell	13,285 -40	-0.3%	-$2.61K	0.21%	93
2024 Q3	$958K	Buy	13,325 +350	+3%	+$24K	0.25%	87
2024 Q2	$826K	Sell	12,975 -332	-2%	-$20.6K	0.22%	97
2024 Q1	$814K	Sell	13,307 -418	-3%	-$25.1K	0.23%	99
2023 Q4	$809K	Sell	13,725 -5,720	-29%	-$325K	0.25%	96
2023 Q3	$1.09M	Sell	19,445 -100	-0.5%	-$6K	0.36%	69
2023 Q2	$1.18M	Sell	19,545 -3,650	-16%	-$227K	0.36%	68
2023 Q1	$1.44M	Hold	23,195	–	–	0.42%	60
2022 Q4	$1.48M	Sell	23,195 -900	-4%	-$54.3K	0.46%	56
2022 Q3	$1.35M	Hold	24,095	–	–	0.44%	56
2022 Q2	$1.52M	Buy	24,095 +9,120	+61%	+$578K	0.48%	53
2022 Q1	$928K	Buy	14,975 +1,500	+11%	+$91.2K	0.25%	87
2021 Q4	$798K	Buy	13,475 +1,850	+16%	+$103K	0.2%	96
2021 Q3	$610K	Buy	11,625 +1,800	+18%	+$100K	0.17%	110
2021 Q2	$532K	Buy	9,825 +1,500	+18%	+$81.6K	0.16%	114
2021 Q1	$439K	Buy	8,325 +540	+7%	+$27.2K	0.14%	124
2020 Q4	$427K	Sell	7,785 -20,260	-72%	-$1.05M	0.14%	116
2020 Q3	$1.39M	Hold	28,045	–	–	0.49%	54
2020 Q2	$1.25M	Sell	28,045 -100	-0.4%	-$4.61K	0.47%	58
2020 Q1	$1.25M	Sell	28,145 -850	-3%	-$45.9K	0.55%	51
2019 Q4	$1.6M	Buy	28,995 +18,670	+181%	+$1M	0.59%	49
2019 Q3	$562K	Sell	10,325 -375	-4%	-$20.1K	0.21%	103
2019 Q2	$545K	Hold	10,700	–	–	0.21%	105
2019 Q1	$501K	Buy	10,700 +375	+4%	+$17.5K	0.2%	105
2018 Q4	$489K	Hold	10,325	–	–	0.22%	99
2018 Q3	$477K	Hold	10,325	–	–	0.18%	105
2018 Q2	$453K	Sell	10,325 -550	-5%	-$23.8K	0.18%	108
2018 Q1	$472K	Hold	10,875	–	–	0.2%	100
2017 Q4	$499K	Buy	10,875 +250	+2%	+$11.5K	0.2%	96
2017 Q3	$478K	Hold	10,625	–	–	0.2%	97
2017 Q2	$477K	Buy	10,625 +100	+1%	+$4.42K	0.19%	104
2017 Q1	$447K	Sell	10,525 -500	-5%	-$20.9K	0.19%	96
2016 Q4	$457K	Buy	11,025 +600	+6%	+$25K	0.21%	96
2016 Q3	$441K	Hold	10,425	–	–	0.2%	96
2016 Q2	$473K	Buy	10,425 +200	+2%	+$9.04K	0.22%	95
2016 Q1	$474K	Hold	10,225	–	–	0.23%	89
2015 Q4	$439K	Hold	10,225	–	–	0.21%	93
2015 Q3	$410K	Buy	10,225 +1,000	+11%	+$40K	0.21%	99
2015 Q2	$362K	Sell	9,225 -27,600	-75%	-$1.12M	0.16%	115
2015 Q1	$1.49M	Hold	36,825	–	–	0.66%	49
2014 Q4	$1.55M	Sell	36,825 -12,550	-25%	-$536K	0.69%	48
2014 Q3	$2.11M	Sell	49,375 -200	-0.4%	-$8.27K	0.98%	32
2014 Q2	$2.1M	Buy	49,575 +3,050	+7%	+$124K	0.98%	36
2014 Q1	$1.8M	Buy	46,525 +750	+2%	+$29K	0.84%	42
2013 Q4	$1.89M	Buy	45,775 +34,235	+297%	+$1.35M	0.88%	44
2013 Q3	$437K	Hold	11,540	–	–	0.23%	103
2013 Q2	$462K	Buy	+11,540	New	+$478K	0.25%	104

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Monetary Management Group's KO Position: Q2 2026 in Review

Monetary Management Group held its Coca-Cola (KO) position steady in Q2 2026 at 13,160 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #92.

Monetary Management Group first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.11M in Q3 2014. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Monetary Management Group held 13,160 shares of Coca-Cola worth $1.07M as of Q2 2026.
Monetary Management Group left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.22% of Monetary Management Group's portfolio in Q2 2026, its #92 holding.
Monetary Management Group first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Monetary Management Group's Coca-Cola position peaked at $2.11M in Q3 2014.
3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.