SEC 13F Intelligence

Monarch Capital Management Inc / KO

Monarch Capital Management Inc’s Coca Cola Co Position

Does Monarch Capital Management Inc own Coca Cola Co (KO)? Yes — 91.3K shares worth $7M (+1.71% of its 13F portfolio) as of Q1 2026, down from 94.5K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
91.3K
% of Portfolio
+1.71%
Quarters Held
30
currently held

Position History KO

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $8MQ4 ’19: $8MQ4 ’19Q1 ’20: $6MQ2 ’20: $6MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ3 ’23: $6MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $8MQ4 ’24: $7MQ4 ’24Q1 ’25: $7MQ2 ’25: $7MQ3 ’25: $6MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.3K$7M+1.71%
Q4 202594.5K$7M+1.62%
Q3 202596.3K$6M+1.58%
Q2 202597.4K$7M+1.86%
Q1 2025102.1K$7M+2.04%
Q4 2024104.5K$7M+1.78%
Q3 2024104.9K$8M+2.04%
Q2 2024104.8K$7M+1.97%
Q1 2024109.4K$7M+1.90%
Q4 2023110.1K$6M+1.97%
Q3 2023110.9K$6M+2.01%
Q2 2023111.3K$7M+2.04%
Q1 2023112.3K$7M+2.15%
Q4 2022114.8K$7M+2.24%
Q3 2022120.4K$7M+2.21%
Q2 2022122.4K$8M+2.29%
Q1 2022124.7K$8M+2.04%
Q4 2021127.8K$8M+1.94%
Q3 2021133.0K$7M+1.94%
Q2 2021132.3K$7M+2.05%
Q1 2021135.5K$7M+2.12%
Q4 2020137.3K$8M+2.37%
Q3 2020139.9K$7M+2.40%
Q2 2020140.8K$6M+2.30%
Q1 2020140.7K$6M+2.54%
Q4 2019139.9K$8M+2.53%
Q3 2019139.3K$8M+2.65%
Q2 2019139.2K$7M+2.53%
Q1 2019139.2K$7M+2.37%
Q4 2018137.7K$7M+2.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monarch Capital Management Inc’s full portfolio or all institutional holders of KO.