Monumental Financial Group’s Coca-Cola KO Stock Holding History

Monumental Financial Group’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
2021 Q3	–	Sell	-500	Closed	-$27K	–	59
2021 Q2	$27K	Buy	+500	New	+$27.2K	0.02%	56

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Monumental Financial Group's KO Position: Q3 2021 in Review

Monumental Financial Group sold out of Coca-Cola (KO) in Q3 2021, closing a stake of 500 shares — an estimated $27K sold.

Monumental Financial Group first reported a position in KO in Q2 2021 and held it in 1 quarter. The position peaked at $27K in Q2 2021. 2,483 funds tracked by Wall St. Rank hold KO as of Q3 2021.

Monumental Financial Group reported no remaining Coca-Cola position as of Q3 2021 after selling out during the quarter.
Monumental Financial Group sold 500 Coca-Cola shares in Q3 2021, an estimated $27K.
Monumental Financial Group first reported a position in Coca-Cola in Q2 2021 and held it in 1 quarter.
Monumental Financial Group's Coca-Cola position peaked at $27K in Q2 2021.
2,483 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.