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 Q2	$252K	Buy	3,098 +191	+7%	+$15.1K	0.12%	40
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 $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

Monument Group Wealth Advisors's KO Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its Coca-Cola (KO) stake by 6.6% in Q2 2026, buying an estimated $15.1K and bringing the position to 3,098 shares worth $252K. 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 10 quarters since. The position peaked at $816K in Q2 2025. 3,639 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Monument Group Wealth Advisors held 3,098 shares of Coca-Cola worth $252K as of Q2 2026.
Monument Group Wealth Advisors bought 191 Coca-Cola shares in Q2 2026, an estimated $15.1K.
Coca-Cola made up 0.12% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Monument Group Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
Monument Group Wealth Advisors's Coca-Cola position peaked at $816K in Q2 2025.
3,639 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.