6 Meridian’s Coca-Cola KO Stock Holding History

6 Meridian’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$4.08M	Sell	68,829 -1,199	-2%	-$66.8K	0.3%	58
2021 Q3	$3.67M	Buy	70,028 +33,826	+93%	+$1.89M	0.29%	60
2021 Q2	$1.96M	Sell	36,202 -343	-0.9%	-$18.7K	0.16%	95
2021 Q1	$1.93M	Buy	36,545 +18,482	+102%	+$930K	0.16%	88
2020 Q4	$991K	Sell	18,063 -2,971	-14%	-$154K	0.09%	123
2020 Q3	$1.04M	Sell	21,034 -37,781	-64%	-$1.82M	0.11%	114
2020 Q2	$2.63M	Sell	58,815 -104,096	-64%	-$4.79M	0.28%	67
2020 Q1	$7.21M	Sell	162,911 -2,900	-2%	-$157K	0.76%	39
2019 Q4	$9.18M	Buy	165,811 +2,241	+1%	+$120K	0.8%	36
2019 Q3	$8.9M	Sell	163,570 -171,433	-51%	-$9.18M	0.87%	25
2019 Q2	$17.1M	Sell	335,003 -1,629	-0.5%	-$79.8K	1.72%	10
2019 Q1	$15.8M	Sell	336,632 -9,173	-3%	-$429K	1.59%	14
2018 Q4	$16.4M	Sell	345,805 -7,573	-2%	-$362K	1.88%	10
2018 Q3	$16.3M	Sell	353,378 -4,628	-1%	-$211K	1.68%	14
2018 Q2	$15.7M	Buy	358,006 +707	+0.2%	+$30.5K	1.66%	14
2018 Q1	$15.5M	Buy	357,299 +28,236	+9%	+$1.27M	1.74%	13
2017 Q4	$15.1M	Buy	+329,063	New	+$15.1M	1.75%	11

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

6 Meridian's KO Position: Q4 2021 in Review

6 Meridian reduced its Coca-Cola (KO) stake by 1.7% in Q4 2021, selling an estimated $66.8K and leaving 68,829 shares worth $4.08M. The position accounts for 0.3% of the portfolio, ranked #58.

6 Meridian first reported a position in KO in Q4 2017 and has held it in 17 quarters since. The position peaked at $17.1M in Q2 2019. 2,731 funds tracked by Wall St. Rank hold KO as of Q4 2021.

6 Meridian held 68,829 shares of Coca-Cola worth $4.08M as of Q4 2021.
6 Meridian sold 1,199 Coca-Cola shares in Q4 2021, an estimated $66.8K.
Coca-Cola made up 0.3% of 6 Meridian's portfolio in Q4 2021, its #58 holding.
6 Meridian first reported a position in Coca-Cola in Q4 2017 and has held it in 17 quarters since.
6 Meridian's Coca-Cola position peaked at $17.1M in Q2 2019.
2,731 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.