Monument Capital Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.61M | Buy |
19,842
+1,195
| +6% | +$94.4K | 0.32% | 90 |
|
|
2026
Q1 | $1.42M | Sell |
18,647
-440
| -2% | -$33.3K | 0.36% | 84 |
|
|
2025
Q4 | $1.33M | Sell |
19,087
-2,910
| -13% | -$203K | 0.33% | 86 |
|
|
2025
Q3 | $1.46M | Sell |
21,997
-1,342
| -6% | -$92.4K | 0.36% | 86 |
|
|
2025
Q2 | $1.65M | Buy |
23,339
+2,943
| +14% | +$210K | 0.43% | 81 |
|
|
2025
Q1 | $1.46M | Buy |
20,396
+981
| +5% | +$65.5K | 0.45% | 72 |
|
|
2024
Q4 | $1.21M | Buy |
19,415
+2,376
| +14% | +$155K | 0.33% | 72 |
|
|
2024
Q3 | $1.22M | Sell |
17,039
-194
| -1% | -$13.3K | 0.34% | 72 |
|
|
2024
Q2 | $1.1M | Buy |
17,233
+2,210
| +15% | +$137K | 0.32% | 72 |
|
|
2024
Q1 | $919K | Sell |
15,023
-3,852
| -20% | -$231K | 0.26% | 87 |
|
|
2023
Q4 | $1.11M | Sell |
18,875
-2,474
| -12% | -$141K | 0.36% | 73 |
|
|
2023
Q3 | $1.2M | Sell |
21,349
-2,693
| -11% | -$162K | 0.4% | 69 |
|
|
2023
Q2 | $1.45M | Sell |
24,042
-872
| -4% | -$54.2K | 0.46% | 65 |
|
|
2023
Q1 | $1.55M | Buy |
24,914
+3,436
| +16% | +$208K | 0.52% | 61 |
|
|
2022
Q4 | $1.37M | Buy |
21,478
+2,523
| +13% | +$152K | 0.47% | 66 |
|
|
2022
Q3 | $1.06M | Buy |
18,955
+284
| +2% | +$17.7K | 0.4% | 70 |
|
|
2022
Q2 | $1.18M | Buy |
18,671
+4,438
| +31% | +$281K | 0.44% | 65 |
|
|
2022
Q1 | $882K | Buy |
14,233
+1,855
| +15% | +$113K | 0.29% | 75 |
|
|
2021
Q4 | $733K | Sell |
12,378
-182
| -1% | -$10.1K | 0.23% | 93 |
|
|
2021
Q3 | $659K | Buy |
12,560
+1,071
| +9% | +$59.7K | 0.22% | 94 |
|
|
2021
Q2 | $622K | Buy |
11,489
+1,890
| +20% | +$103K | 0.22% | 92 |
|
|
2021
Q1 | $506K | Sell |
9,599
-44,468
| -82% | -$2.24M | 0.2% | 84 |
|
|
2020
Q4 | $2.96M | Buy |
54,067
+1,781
| +3% | +$92.1K | 1.37% | 18 |
|
|
2020
Q3 | $2.58M | Buy |
52,286
+598
| +1% | +$28.8K | 1.36% | 21 |
|
|
2020
Q2 | $2.31M | Sell |
51,688
-485
| -0.9% | -$22.3K | 1.36% | 29 |
|
|
2020
Q1 | $2.31M | Sell |
52,173
-3,296
| -6% | -$178K | 1.66% | 20 |
|
|
2019
Q4 | $3.07M | Buy |
55,469
+833
| +2% | +$44.8K | 1.57% | 12 |
|
|
2019
Q3 | $2.97M | Buy |
54,636
+3,853
| +8% | +$206K | 1.61% | 11 |
|
|
2019
Q2 | $2.62M | Buy |
50,783
+926
| +2% | +$45.4K | 1.41% | 22 |
|
|
2019
Q1 | $2.34M | Sell |
49,857
-1,392
| -3% | -$65.1K | 1.33% | 31 |
|
|
2018
Q4 | $2.43M | Buy |
51,249
+777
| +2% | +$37.2K | 1.52% | 15 |
|
|
2018
Q3 | $2.33M | Buy |
50,472
+5,834
| +13% | +$267K | 1.31% | 29 |
|
|
2018
Q2 | $1.96M | Sell |
44,638
-1,260
| -3% | -$54.4K | 1.36% | 30 |
|
|
2018
Q1 | $1.96M | Buy |
45,898
+5,287
| +13% | +$237K | 1.34% | 36 |
|
|
2017
Q4 | $1.86M | Buy |
+40,611
| New | +$1.87M | 1.31% | 36 |
|
Other funds holding KO
RG
ECSS
AIM
FOFI
Monument Capital Management's KO Position: Q2 2026 in Review
Monument Capital Management increased its Coca-Cola (KO) stake by 6.4% in Q2 2026, buying an estimated $94.4K and bringing the position to 19,842 shares worth $1.61M. The position accounts for 0.32% of the portfolio, ranked #90.
Monument Capital Management first reported a position in KO in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.07M in Q4 2019. 1,758 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Monument Capital Management held 19,842 shares of Coca-Cola worth $1.61M as of Q2 2026.
- Monument Capital Management bought 1,195 Coca-Cola shares in Q2 2026, an estimated $94.4K.
- Coca-Cola made up 0.32% of Monument Capital Management's portfolio in Q2 2026, its #90 holding.
- Monument Capital Management first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
- Monument Capital Management's Coca-Cola position peaked at $3.07M in Q4 2019.
- 1,758 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.