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Meridian Financial’s Coca-Cola KO Stock Holding History

Meridian Financial’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 		$273K Buy
3,365
+150
+5% +$11.8K 0.13% 126
2026
Q1 		$244K Sell
3,215
-50
-2% -$3.78K 0.13% 127
2025
Q4 		$228K Buy
3,265
+47
+1% +$3.28K 0.12% 131
2025
Q3 		$213K Buy
3,218
+1
+0% +$69 0.12% 137
2025
Q2 		$228K Hold
3,217
– – 0.15% 113
2025
Q1 		$230K Buy
+3,217
New +$215K 0.16% 107
2024
Q4 		– Sell
-3,116
Closed -$224K – 125
2024
Q3 		$224K Buy
+3,116
New +$213K 0.15% 121

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Meridian Financial's KO Position: Q2 2026 in Review

Meridian Financial increased its Coca-Cola (KO) stake by 4.7% in Q2 2026, buying an estimated $11.8K and bringing the position to 3,365 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #126.

Meridian Financial first reported a position in KO in Q3 2024 and has held it in 7 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Meridian Financial held 3,365 shares of Coca-Cola worth $273K as of Q2 2026.
  • Meridian Financial bought 150 Coca-Cola shares in Q2 2026, an estimated $11.8K.
  • Coca-Cola made up 0.13% of Meridian Financial's portfolio in Q2 2026, its #126 holding.
  • Meridian Financial first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.