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Monograph Wealth Advisors’s Coca-Cola KO Stock Holding History

Monograph Wealth 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 		$682K Buy
8,911
+962
+12% +$72.7K 0.06% 74
2025
Q4 		$556K Sell
7,949
-805
-9% -$56.1K 0.05% 81
2025
Q3 		$585K Sell
8,754
-73
-0.8% -$5.02K 0.06% 81
2025
Q2 		$629K Buy
8,827
+73
+0.8% +$5.2K 0.08% 69
2025
Q1 		$631K Sell
8,754
-756
-8% -$50.5K 0.09% 62
2024
Q4 		$592K Buy
9,510
+756
+9% +$49.3K 0.08% 64
2024
Q3 		$633K Hold
8,754
– – 0.08% 65
2024
Q2 		$561K Sell
8,754
-3,400
-28% -$210K 0.08% 63
2024
Q1 		$749K Buy
12,154
+2,525
+26% +$152K 0.11% 73
2023
Q4 		$567K Buy
9,629
+75
+0.8% +$4.26K 0.1% 53
2023
Q3 		$539K Buy
9,554
+800
+9% +$48K 0.11% 65
2023
Q2 		$531K Hold
8,754
– – 0.11% 45
2023
Q1 		$547K Sell
8,754
-3,886
-31% -$235K 0.13% 41
2022
Q4 		$804K Buy
12,640
+3,889
+44% +$235K 0.21% 35
2022
Q3 		$494K Hold
8,751
– – 0.16% 40
2022
Q2 		$554K Sell
8,751
-241
-3% -$15.3K 0.16% 38
2022
Q1 		$561K Buy
+8,992
New +$547K 0.14% 48

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

Monograph Wealth Advisors's KO Position: Q1 2026 in Review

Monograph Wealth Advisors increased its Coca-Cola (KO) stake by 12% in Q1 2026, buying an estimated $72.7K and bringing the position to 8,911 shares worth $682K. The position accounts for 0.06% of the portfolio, ranked #74.

Monograph Wealth Advisors first reported a position in KO in Q1 2022 and has held it in 17 quarters since. The position peaked at $804K in Q4 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Monograph Wealth Advisors held 8,911 shares of Coca-Cola worth $682K as of Q1 2026.
  • Monograph Wealth Advisors bought 962 Coca-Cola shares in Q1 2026, an estimated $72.7K.
  • Coca-Cola made up 0.06% of Monograph Wealth Advisors's portfolio in Q1 2026, its #74 holding.
  • Monograph Wealth Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
  • Monograph Wealth Advisors's Coca-Cola position peaked at $804K in Q4 2022.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.