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Koss-Olinger Consulting’s Meta Platforms (Facebook) META Stock Holding History

Koss-Olinger Consulting’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.72M Sell
3,004
-95
-3% -$60.9K 0.14% 61
2025
Q4 		$2.05M Sell
3,099
-2,716
-47% -$1.81M 0.16% 51
2025
Q3 		$4.29M Sell
5,815
-279
-5% -$208K 0.35% 38
2025
Q2 		$4.5M Buy
6,094
+1,072
+21% +$662K 0.37% 36
2025
Q1 		$2.9M Buy
+5,022
New +$3.24M 0.24% 46
2024
Q4 		– Sell
-3,873
Closed -$2.22M – 252
2024
Q3 		$2.22M Sell
3,873
-95
-2% -$48.9K 0.19% 70
2024
Q2 		$2M Buy
+3,968
New +$1.93M 0.18% 68
2024
Q1 		– Sell
-5,792
Closed -$2.05M – 207
2023
Q4 		$2.05M Sell
5,792
-4,139
-42% -$1.35M 0.2% 53
2023
Q3 		$2.98M Sell
9,931
-2,439
-20% -$735K 0.44% 32
2023
Q2 		$3.55M Buy
12,370
+510
+4% +$126K 0.41% 28
2023
Q1 		$2.51M Buy
11,860
+3,753
+46% +$639K 0.31% 32
2022
Q4 		$976K Sell
8,107
-1,312
-14% -$154K 0.14% 86
2022
Q3 		$1.28M Buy
+9,419
New +$1.53M 0.22% 40
2022
Q2 		– Sell
-1,790
Closed -$398K – 202
2022
Q1 		$398K Sell
1,790
-127
-7% -$31.7K 0.06% 125
2021
Q4 		$645K Sell
1,917
-118
-6% -$39.2K 0.1% 83
2021
Q3 		$691K Sell
2,035
-614
-23% -$221K 0.11% 87
2021
Q2 		$921K Sell
2,649
-218
-8% -$69.9K 0.14% 92
2021
Q1 		$844K Buy
+2,867
New +$772K 0.14% 90

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Koss-Olinger Consulting's META Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Meta Platforms (Facebook) (META) stake by 3.1% in Q1 2026, selling an estimated $60.9K and leaving 3,004 shares worth $1.72M. The position accounts for 0.14% of the portfolio, ranked #61.

Koss-Olinger Consulting first reported a position in META in Q1 2021 and has held it in 18 quarters since. The position peaked at $4.5M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Koss-Olinger Consulting held 3,004 shares of Meta Platforms (Facebook) worth $1.72M as of Q1 2026.
  • Koss-Olinger Consulting sold 95 Meta Platforms (Facebook) shares in Q1 2026, an estimated $60.9K.
  • Meta Platforms (Facebook) made up 0.14% of Koss-Olinger Consulting's portfolio in Q1 2026, its #61 holding.
  • Koss-Olinger Consulting first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 18 quarters since.
  • Koss-Olinger Consulting's Meta Platforms (Facebook) position peaked at $4.5M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.