Monument Group Wealth Advisors’s Coca-Cola KO Stock Holding History

Monument Group 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	$221K	Sell	2,907 -504	-15%	-$38.1K	0.12%	40
2025 Q4	$239K	Buy	+3,411	New	+$238K	0.13%	43
2025 Q3	–	Sell	-11,530	Closed	-$816K	–	52
2025 Q2	$816K	Buy	11,530 +720	+7%	+$51.3K	0.51%	13
2025 Q1	$774K	Hold	10,810	–	–	0.54%	14
2024 Q4	$673K	Hold	10,810	–	–	0.48%	15
2024 Q3	$777K	Sell	10,810 -1	-0%	-$68	0.47%	14
2024 Q2	$688K	Hold	10,811	–	–	0.46%	18
2024 Q1	$661K	Hold	10,811	–	–	0.49%	17
2023 Q4	$637K	Buy	+10,811	New	+$614K	0.54%	15

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monument Group Wealth Advisors's KO Position: Q1 2026 in Review

Monument Group Wealth Advisors reduced its Coca-Cola (KO) stake by 15% in Q1 2026, selling an estimated $38.1K and leaving 2,907 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #40.

Monument Group Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 9 quarters since. The position peaked at $816K in Q2 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Monument Group Wealth Advisors held 2,907 shares of Coca-Cola worth $221K as of Q1 2026.
Monument Group Wealth Advisors sold 504 Coca-Cola shares in Q1 2026, an estimated $38.1K.
Coca-Cola made up 0.12% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Monument Group Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 9 quarters since.
Monument Group Wealth Advisors's Coca-Cola position peaked at $816K in Q2 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.