Monument Capital Management’s Coca-Cola KO Stock Holding History

Monument Capital Management’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.65M	Buy	23,339 +2,943	+14%	+$208K	0.43%	81
2025 Q1	$1.46M	Buy	20,396 +981	+5%	+$70.3K	0.45%	72
2024 Q4	$1.21M	Buy	19,415 +2,376	+14%	+$148K	0.33%	72
2024 Q3	$1.22M	Sell	17,039 -194	-1%	-$13.9K	0.34%	72
2024 Q2	$1.1M	Buy	17,233 +2,210	+15%	+$141K	0.32%	72
2024 Q1	$919K	Sell	15,023 -3,852	-20%	-$236K	0.26%	87
2023 Q4	$1.11M	Sell	18,875 -2,474	-12%	-$146K	0.36%	73
2023 Q3	$1.2M	Sell	21,349 -2,693	-11%	-$151K	0.4%	69
2023 Q2	$1.45M	Sell	24,042 -872	-4%	-$52.5K	0.46%	65
2023 Q1	$1.55M	Buy	24,914 +3,436	+16%	+$213K	0.52%	61
2022 Q4	$1.37M	Buy	21,478 +2,523	+13%	+$160K	0.47%	66
2022 Q3	$1.06M	Buy	18,955 +284	+2%	+$15.9K	0.4%	70
2022 Q2	$1.18M	Buy	18,671 +4,438	+31%	+$279K	0.44%	65
2022 Q1	$882K	Buy	14,233 +1,855	+15%	+$115K	0.29%	75
2021 Q4	$733K	Sell	12,378 -182	-1%	-$10.8K	0.23%	93
2021 Q3	$659K	Buy	12,560 +1,071	+9%	+$56.2K	0.22%	94
2021 Q2	$622K	Buy	11,489 +1,890	+20%	+$102K	0.22%	92
2021 Q1	$506K	Sell	9,599 -44,468	-82%	-$2.34M	0.2%	84
2020 Q4	$2.97M	Buy	54,067 +1,781	+3%	+$97.7K	1.37%	18
2020 Q3	$2.58M	Buy	52,286 +598	+1%	+$29.5K	1.36%	21
2020 Q2	$2.31M	Sell	51,688 -485	-0.9%	-$21.7K	1.36%	29
2020 Q1	$2.31M	Sell	52,173 -3,296	-6%	-$146K	1.66%	20
2019 Q4	$3.07M	Buy	55,469 +833	+2%	+$46.1K	1.57%	12
2019 Q3	$2.97M	Buy	54,636 +3,853	+8%	+$210K	1.61%	11
2019 Q2	$2.62M	Buy	50,783 +926	+2%	+$47.8K	1.41%	22
2019 Q1	$2.34M	Sell	49,857 -1,392	-3%	-$65.2K	1.33%	31
2018 Q4	$2.43M	Buy	51,249 +777	+2%	+$36.8K	1.52%	15
2018 Q3	$2.33M	Buy	50,472 +5,834	+13%	+$269K	1.31%	29
2018 Q2	$1.96M	Sell	44,638 -1,260	-3%	-$55.3K	1.36%	30
2018 Q1	$1.96M	Buy	45,898 +5,287	+13%	+$226K	1.34%	36
2017 Q4	$1.86M	Buy	+40,611	New	+$1.86M	1.31%	36