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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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