Meridian Investment Counsel’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 | $926K | Buy |
13,089
+38
| +0.3% | +$2.69K | 0.25% | 109 |
|
2025
Q1 | $935K | Buy |
13,051
+100
| +0.8% | +$7.16K | 0.28% | 99 |
|
2024
Q4 | $806K | Buy |
12,951
+1,340
| +12% | +$83.4K | 0.24% | 105 |
|
2024
Q3 | $834K | Sell |
11,611
-486
| -4% | -$34.9K | 0.25% | 99 |
|
2024
Q2 | $770K | Buy |
12,097
+1,360
| +13% | +$86.6K | 0.24% | 103 |
|
2024
Q1 | $657K | Buy |
10,737
+152
| +1% | +$9.3K | 0.22% | 111 |
|
2023
Q4 | $624K | Buy |
10,585
+300
| +3% | +$17.7K | 0.21% | 109 |
|
2023
Q3 | $576K | Hold |
10,285
| – | – | 0.22% | 110 |
|
2023
Q2 | $619K | Buy |
10,285
+48
| +0.5% | +$2.89K | 0.22% | 106 |
|
2023
Q1 | $635K | Hold |
10,237
| – | – | 0.24% | 103 |
|
2022
Q4 | $651K | Buy |
10,237
+3,325
| +48% | +$211K | 0.26% | 100 |
|
2022
Q3 | $387K | Buy |
6,912
+426
| +7% | +$23.9K | 0.17% | 128 |
|
2022
Q2 | $408K | Sell |
6,486
-4
| -0.1% | -$252 | 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% | -$4.47K | 0.15% | 135 |
|
2020
Q1 | $292K | Buy |
6,590
+354
| +6% | +$15.7K | 0.19% | 119 |
|
2019
Q4 | $345K | Sell |
6,236
-197
| -3% | -$10.9K | 0.17% | 125 |
|
2019
Q3 | $350K | Hold |
6,433
| – | – | 0.19% | 117 |
|
2019
Q2 | $328K | Buy |
6,433
+47
| +0.7% | +$2.4K | 0.18% | 120 |
|
2019
Q1 | $299K | Hold |
6,386
| – | – | 0.17% | 127 |
|
2018
Q4 | $302K | Sell |
6,386
-150
| -2% | -$7.09K | 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% | -$6.52K | 0.16% | 133 |
|
2017
Q4 | $307K | Sell |
6,686
-200
| -3% | -$9.18K | 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% | -$22.7K | 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% | +$9.99K | 0.25% | 110 |
|
2014
Q1 | $282K | Sell |
7,300
-124
| -2% | -$4.79K | 0.24% | 109 |
|
2013
Q4 | $307K | Buy |
+7,424
| New | +$307K | 0.26% | 102 |
|