Meeder Advisory Services’s Coca-Cola KO Stock Holding History

Meeder Advisory Services’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
2026 Q1	$7.2M	Buy	94,640 +10,333	+12%	+$781K	0.3%	50
2025 Q4	$5.89M	Sell	84,307 -216	-0.3%	-$15.1K	0.25%	58
2025 Q3	$5.61M	Sell	84,523 -1,640	-2%	-$113K	0.26%	52
2025 Q2	$6.1M	Buy	86,163 +7,813	+10%	+$557K	0.32%	43
2025 Q1	$5.61M	Buy	78,350 +9,508	+14%	+$635K	0.34%	42
2024 Q4	$4.29M	Buy	68,842 +1,488	+2%	+$97.1K	0.27%	56
2024 Q3	$4.84M	Buy	67,354 +6,218	+10%	+$426K	0.31%	45
2024 Q2	$3.89M	Buy	61,136 +13,176	+27%	+$816K	0.28%	58
2024 Q1	$2.93M	Buy	47,960 +963	+2%	+$57.8K	0.3%	53
2023 Q4	$2.77M	Sell	46,997 -1,529	-3%	-$86.8K	0.32%	51
2023 Q3	$2.72M	Sell	48,526 -8,914	-16%	-$535K	0.34%	44
2023 Q2	$3.46M	Buy	57,440 +4,353	+8%	+$271K	0.37%	40
2023 Q1	$3.29M	Sell	53,087 -99	-0.2%	-$5.99K	0.38%	41
2022 Q4	$3.38M	Buy	+53,186	New	+$3.21M	0.43%	40

Other funds holding KO

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Meeder Advisory Services's KO Position: Q1 2026 in Review

Meeder Advisory Services increased its Coca-Cola (KO) stake by 12% in Q1 2026, buying an estimated $781K and bringing the position to 94,640 shares worth $7.2M. The position accounts for 0.3% of the portfolio, ranked #50.

Meeder Advisory Services first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Meeder Advisory Services held 94,640 shares of Coca-Cola worth $7.2M as of Q1 2026.
Meeder Advisory Services bought 10,333 Coca-Cola shares in Q1 2026, an estimated $781K.
Coca-Cola made up 0.3% of Meeder Advisory Services's portfolio in Q1 2026, its #50 holding.
Meeder Advisory Services first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.