Coca-Cola Company shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Monograph Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $585k | 8.8k | 66.83 |
| 2025-06-30 | $629k | 8.8k | 71.26 |
| 2025-03-31 | $631k | 8.8k | 72.13 |
| 2024-12-31 | $592k | 9.5k | 62.26 |
| 2024-09-30 | $633k | 8.8k | 72.35 |
| 2024-06-30 | $561k | 8.8k | 64.14 |
| 2024-03-31 | $750k | 12k | 61.67 |
| 2023-12-31 | $567k | 9.6k | 58.93 |
| 2023-09-30 | $539k | 9.6k | 56.44 |
| 2023-06-30 | $531k | 8.8k | 60.68 |
| 2023-03-31 | $547k | 8.8k | 62.49 |
| 2022-12-31 | $804k | 13k | 63.61 |
| 2022-09-30 | $494k | 8.8k | 56.45 |
| 2022-06-30 | $554k | 8.8k | 63.31 |
| 2022-03-31 | $561k | 9.0k | 62.39 |