Meridian Financial Partners’s Coca-Cola KO Stock Holding History

Meridian Financial Partners’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 Q2	$1.49M	Sell	18,067 -616	-3%	-$48.6K	0.51%	43
2026 Q1	$1.42M	Buy	18,683 +434	+2%	+$32.8K	0.54%	42
2025 Q4	$1.31M	Buy	18,249 +80	+0.4%	+$5.58K	0.52%	42
2025 Q3	$1.2M	Sell	18,169 -577	-3%	-$39.7K	0.5%	44
2025 Q2	$1.33M	Buy	18,746 +73	+0.4%	+$5.2K	0.62%	38
2025 Q1	$1.34M	Buy	18,673 +120	+0.6%	+$8.01K	0.68%	30
2024 Q4	$1.16M	Buy	18,553 +611	+3%	+$39.9K	0.61%	43
2024 Q3	$1.29M	Buy	17,942 +262	+1%	+$17.9K	0.65%	37
2024 Q2	$1.15M	Buy	+17,680	New	+$1.09M	0.69%	38
2023 Q3	–	Sell	-4,615	Closed	-$288K	–	68
2023 Q2	$288K	Buy	+4,615	New	+$287K	0.17%	68
2022 Q3	–	Sell	-4,418	Closed	-$278K	–	66
2022 Q2	$278K	Buy	+4,418	New	+$280K	0.19%	74
2022 Q1	–	Sell	-4,007	Closed	-$244K	–	63
2021 Q4	$244K	Buy	4,007 +60	+2%	+$3.34K	0.17%	74
2021 Q3	$214K	Buy	3,947 +277	+8%	+$15.4K	0.14%	76
2021 Q2	$205K	Buy	+3,670	New	+$200K	0.14%	74

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Meridian Financial Partners's KO Position: Q2 2026 in Review

Meridian Financial Partners reduced its Coca-Cola (KO) stake by 3.3% in Q2 2026, selling an estimated $48.6K and leaving 18,067 shares worth $1.49M. The position accounts for 0.51% of the portfolio, ranked #43.

Meridian Financial Partners first reported a position in KO in Q2 2021 and has held it in 14 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Meridian Financial Partners held 18,067 shares of Coca-Cola worth $1.49M as of Q2 2026.
Meridian Financial Partners sold 616 Coca-Cola shares in Q2 2026, an estimated $48.6K.
Coca-Cola made up 0.51% of Meridian Financial Partners's portfolio in Q2 2026, its #43 holding.
Meridian Financial Partners first reported a position in Coca-Cola in Q2 2021 and has held it in 14 quarters since.
3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.