Meridian Financial Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
18,746
+73
| +0.4% | +$5.16K | 0.62% | 38 |
|
|
2025
Q1 | $1.34M | Buy |
18,673
+120
| +0.6% | +$8.59K | 0.68% | 30 |
|
|
2024
Q4 | $1.16M | Buy |
18,553
+611
| +3% | +$38K | 0.61% | 43 |
|
|
2024
Q3 | $1.29M | Buy |
17,942
+262
| +1% | +$18.8K | 0.65% | 37 |
|
|
2024
Q2 | $1.15M | Buy |
+17,680
| New | +$1.15M | 0.69% | 38 |
|
|
2023
Q3 | – | Sell |
-4,615
| Closed | -$288K | – | 68 |
|
|
2023
Q2 | $288K | Buy |
+4,615
| New | +$288K | 0.17% | 68 |
|
|
2022
Q3 | – | Sell |
-4,418
| Closed | -$278K | – | 66 |
|
|
2022
Q2 | $278K | Buy |
+4,418
| New | +$278K | 0.19% | 74 |
|
|
2022
Q1 | – | Sell |
-4,007
| Closed | -$244K | – | 63 |
|
|
2021
Q4 | $244K | Buy |
4,007
+60
| +2% | +$3.65K | 0.17% | 74 |
|
|
2021
Q3 | $214K | Buy |
3,947
+277
| +8% | +$15K | 0.14% | 76 |
|
|
2021
Q2 | $205K | Buy |
+3,670
| New | +$205K | 0.14% | 74 |
|