The Coca-Cola Company
CO ˙ BVC ˙ US1912161007
SecurityCO:KOCO / The Coca-Cola Company
InstitutionMonument Capital Management
Latest Disclosed Ownership18,647 shares
Latest Disclosed Value $ 1,418,113
Monument Capital Management reports 2.31% decrease in ownership of KOCO / The Coca-Cola Company

On April 15, 2026 - Monument Capital Management filed a 13F-HR form disclosing ownership of 18,647 shares of The Coca-Cola Company (CO:KOCO) valued at $1,418,113 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 19,087 shares of The Coca-Cola Company. This represents a change in shares of -2.31% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F COCA COLA COM 191216100 18,647 -440 -2.31 1,418 6.30 0.3553
2026-01-26 2025-12-31 13F COCA COLA COM 191216100 19,087 -2,910 -13.23 1,334 -8.50 0.3320
2025-10-14 2025-09-30 13F COCA COLA COM 191216100 21,997 -1,342 -5.75 1,459 -11.69 0.3647
2025-07-24 2025-06-30 13F COCA COLA COM 191216100 23,339 2,943 14.43 1,651 13.08 0.4301
2025-04-25 2025-03-31 13F COCA COLA COM 191216100 20,396 981 5.05 1,461 20.86 0.4491
2025-01-31 2024-12-31 13F COCA COLA COM 191216100 19,415 2,376 13.94 1,209 -1.31 0.3333
2024-10-15 2024-09-30 13F COCA COLA COM 191216100 17,039 -194 -1.13 1,224 11.68 0.3386
2024-07-22 2024-06-30 13F COCA COLA COM 191216100 17,233 2,210 14.71 1,097 19.26 0.3227
2024-04-19 2024-03-31 13F COCA COLA COM 191216100 15,023 -3,852 -20.41 919 -17.36 0.2649
2024-02-01 2023-12-31 13F COCA COLA COM 191216100 18,875 -2,474 -11.59 1,112 -6.95 0.3580
2023-10-25 2023-09-30 13F COCA COLA COM 191216100 21,349 -2,693 -11.20 1,195 -17.42 0.4011
2023-07-18 2023-06-30 13F COCA COLA COM 191216100 24,042 -872 -3.50 1,448 -6.34 0.4616
2023-04-21 2023-03-31 13F COCA COLA COM 191216100 24,914 3,436 16.00 1,545 13.10 0.5172
2023-01-27 2022-12-31 13F COCA COLA COM 191216100 21,478 2,523 13.31 1,366 28.63 0.4672
2022-11-07 2022-09-30 13F COCA COLA COM 191216100 18,955 284 1.52 1,062 -9.62 0.3983
2022-07-20 2022-06-30 13F COCA COLA COM 191216100 18,671 4,438 31.18 1,175 33.22 0.4432
2022-04-14 2022-03-31 13F COCA COLA COM 191216100 14,233 1,855 14.99 882 20.33 0.2860
2022-01-18 2021-12-31 13F COCA COLA COM 191216100 12,378 -182 -1.45 733 11.23 0.2275
2021-10-22 2021-09-30 13F COCA COLA COM 191216100 12,560 1,071 9.32 659 5.95 0.2240
2021-07-27 2021-06-30 13F COCA COLA COM 191216100 11,489 1,890 19.69 622 22.92 0.2153
2021-04-12 2021-03-31 13F COCA COLA COM 191216100 9,599 -44,468 -82.25 506 -82.93 0.2029
2021-01-15 2020-12-31 13F COCA COLA COM 191216100 54,067 1,781 3.41 2,965 14.88 1.3702
2020-10-23 2020-09-30 13F COCA COLA COM 191216100 52,286 598 1.16 2,581 11.78 1.3610
2020-07-16 2020-06-30 13F COCA COLA COM 191216100 51,688 -485 -0.93 2,309 0.00 1.3582
2020-04-14 2020-03-31 13F COCA COLA COM 191216100 52,173 -3,296 -5.94 2,309 -24.79 1.6600
2020-01-14 2019-12-31 13F COCA COLA COM 191216100 55,469 833 1.52 3,070 3.23 1.5661
2019-10-21 2019-09-30 13F COCA COLA COM 191216100 54,636 3,853 7.59 2,974 13.51 1.6135
2019-07-23 2019-06-30 13F COCA COLA COM 191216100 50,783 926 1.86 2,620 12.16 1.4123
2019-04-10 2019-03-31 13F COCA COLA COM 191216100 49,857 -1,392 -2.72 2,336 -3.75 1.3292
2019-01-15 2018-12-31 13F COCA COLA COM 191216100 51,249 777 1.54 2,427 4.12 1.5156
2018-11-13 2018-09-30 13F/A-1 COCA COLA COM 191216100 50,472 5,834 13.07 2,331 19.05 1.3098
2018-10-11 2018-09-30 13F COCA-COLA COM 191216100 31,972 -12,666 1,477
2018-07-17 2018-06-30 13F COCA-COLA COM 191216100 44,638 -1,260 -2.75 1,958 0.00 1.3581
2018-04-17 2018-03-31 13F COCA-COLA COM 191216100 45,898 5,287 13.02 1,958 5.10 1.3391
2018-02-05 2017-12-31 13F COCA-COLA COM 191216100 40,611 40,611 1,863 1.3144
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.