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Meridian Investment Counsel’s Coca-Cola KO Stock Holding History

Meridian Investment Counsel’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 		$716K Sell
8,805
-3,195
-27% -$252K 0.15% 140
2026
Q1 		$913K Hold
12,000
– – 0.22% 116
2025
Q4 		$839K Sell
12,000
-1,000
-8% -$69.7K 0.2% 119
2025
Q3 		$862K Sell
13,000
-89
-0.7% -$6.13K 0.21% 114
2025
Q2 		$926K Buy
13,089
+38
+0.3% +$2.71K 0.25% 109
2025
Q1 		$935K Buy
13,051
+100
+0.8% +$6.68K 0.28% 99
2024
Q4 		$806K Buy
12,951
+1,340
+12% +$87.5K 0.24% 105
2024
Q3 		$834K Sell
11,611
-486
-4% -$33.3K 0.25% 99
2024
Q2 		$770K Buy
12,097
+1,360
+13% +$84.2K 0.24% 103
2024
Q1 		$657K Buy
10,737
+152
+1% +$9.13K 0.22% 111
2023
Q4 		$624K Buy
10,585
+300
+3% +$17K 0.21% 109
2023
Q3 		$576K Hold
10,285
– – 0.22% 110
2023
Q2 		$619K Buy
10,285
+48
+0.5% +$2.99K 0.22% 106
2023
Q1 		$635K Hold
10,237
– – 0.24% 103
2022
Q4 		$651K Buy
10,237
+3,325
+48% +$201K 0.26% 100
2022
Q3 		$387K Buy
6,912
+426
+7% +$26.5K 0.17% 128
2022
Q2 		$408K Sell
6,486
-4
-0.1% -$254 0.17% 128
2022
Q1 		$402K Hold
6,490
– – 0.14% 150
2021
Q4 		$384K Hold
6,490
– – 0.13% 156
2021
Q3 		$341K Hold
6,490
– – 0.12% 155
2021
Q2 		$351K Hold
6,490
– – 0.12% 152
2021
Q1 		$342K Hold
6,490
– – 0.13% 149
2020
Q4 		$356K Hold
6,490
– – 0.15% 138
2020
Q3 		$320K Hold
6,490
– – 0.16% 129
2020
Q2 		$290K Sell
6,490
-100
-2% -$4.61K 0.15% 135
2020
Q1 		$292K Buy
6,590
+354
+6% +$19.1K 0.19% 119
2019
Q4 		$345K Sell
6,236
-197
-3% -$10.6K 0.17% 125
2019
Q3 		$350K Hold
6,433
– – 0.19% 117
2019
Q2 		$328K Buy
6,433
+47
+0.7% +$2.3K 0.18% 120
2019
Q1 		$299K Hold
6,386
– – 0.17% 127
2018
Q4 		$302K Sell
6,386
-150
-2% -$7.18K 0.2% 115
2018
Q3 		$302K Hold
6,536
– – 0.17% 129
2018
Q2 		$287K Hold
6,536
– – 0.16% 137
2018
Q1 		$284K Sell
6,536
-150
-2% -$6.74K 0.16% 133
2017
Q4 		$307K Sell
6,686
-200
-3% -$9.19K 0.17% 136
2017
Q3 		$310K Hold
6,886
– – 0.18% 137
2017
Q2 		$309K Hold
6,886
– – 0.18% 135
2017
Q1 		$292K Hold
6,886
– – 0.18% 140
2016
Q4 		$285K Hold
6,886
– – 0.19% 136
2016
Q3 		$291K Hold
6,886
– – 0.2% 130
2016
Q2 		$312K Sell
6,886
-500
-7% -$22.6K 0.21% 125
2016
Q1 		$343K Hold
7,386
– – 0.24% 113
2015
Q4 		$317K Hold
7,386
– – 0.23% 108
2015
Q3 		$296K Sell
7,386
-150
-2% -$6.01K 0.24% 105
2015
Q2 		$296K Hold
7,536
– – 0.21% 117
2015
Q1 		$306K Hold
7,536
– – 0.21% 119
2014
Q4 		$318K Hold
7,536
– – 0.23% 111
2014
Q3 		$321K Hold
7,536
– – 0.24% 109
2014
Q2 		$319K Buy
7,536
+236
+3% +$9.58K 0.25% 110
2014
Q1 		$282K Sell
7,300
-124
-2% -$4.79K 0.24% 109
2013
Q4 		$307K Buy
+7,424
New +$293K 0.26% 102

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Meridian Investment Counsel's KO Position: Q2 2026 in Review

Meridian Investment Counsel reduced its Coca-Cola (KO) stake by 27% in Q2 2026, selling an estimated $252K and leaving 8,805 shares worth $716K. The position accounts for 0.15% of the portfolio, ranked #140.

Meridian Investment Counsel first reported a position in KO in Q4 2013 and has held it in 51 quarters since. The position peaked at $935K in Q1 2025. 1,673 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Meridian Investment Counsel held 8,805 shares of Coca-Cola worth $716K as of Q2 2026.
  • Meridian Investment Counsel sold 3,195 Coca-Cola shares in Q2 2026, an estimated $252K.
  • Coca-Cola made up 0.15% of Meridian Investment Counsel's portfolio in Q2 2026, its #140 holding.
  • Meridian Investment Counsel first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
  • Meridian Investment Counsel's Coca-Cola position peaked at $935K in Q1 2025.
  • 1,673 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.