Monument Group Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Monument Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Coca-Cola Company by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $661k 11k 61.18
2023-12-31 $637k 11k 58.93

More positions owned by Monument Group Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Willis Towers Watson SHS (WTW)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Microsoft Corporation (MSFT)

View all positions for Monument Group Wealth Advisors

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
T. Rowe Price Associates
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Royal Bank of Canada
Wellington Management Company
UBS Group
Ubs Global Asset Management Americas
Alliancebernstein
Goldman Sachs Group

View all funds holding Coca-Cola Company