Coca-Cola Company shares owned by Monument Group Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Monument Group Wealth Advisors
from 13F filings
Historical chart of Monument Group Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Monument Group Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $239k | 3.4k | 69.92 |
| 2025-06-30 | $816k | 12k | 70.75 |
| 2025-03-31 | $774k | 11k | 71.62 |
| 2024-12-31 | $673k | 11k | 62.26 |
| 2024-09-30 | $777k | 11k | 71.86 |
| 2024-06-30 | $688k | 11k | 63.65 |
| 2024-03-31 | $661k | 11k | 61.18 |
| 2023-12-31 | $637k | 11k | 58.93 |
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