Meridian Management’s Coca-Cola KO Stock Holding History

Meridian Management’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.75M	Sell	25,786 -4,135	-14%	-$281K	0.48%	41
2025 Q1	$2.14M	Sell	29,921 -302	-1%	-$21.6K	0.66%	36
2024 Q4	$1.88M	Sell	30,223 -144	-0.5%	-$8.97K	0.5%	39
2024 Q3	$2.18M	Buy	30,367 +1,796	+6%	+$129K	0.55%	38
2024 Q2	$1.82M	Sell	28,571 -18	-0.1%	-$1.15K	0.5%	42
2024 Q1	$1.75M	Sell	28,589 -36	-0.1%	-$2.2K	0.48%	42
2023 Q4	$1.7M	Sell	28,625 -105	-0.4%	-$6.25K	0.48%	41
2023 Q3	$1.61M	Buy	28,730 +357	+1%	+$20K	0.52%	41
2023 Q2	$1.71M	Buy	28,373 +134	+0.5%	+$8.07K	0.54%	39
2023 Q1	$1.75M	Buy	28,239 +103	+0.4%	+$6.39K	0.57%	35
2022 Q4	$1.79M	Hold	28,136	–	–	0.65%	39
2022 Q3	$1.58M	Hold	28,136	–	–	0.63%	35
2022 Q2	$1.77M	Sell	28,136 -200	-0.7%	-$12.6K	0.69%	33
2022 Q1	$1.76M	Hold	28,336	–	–	0.56%	38
2021 Q4	$1.68M	Hold	28,336	–	–	0.49%	40
2021 Q3	$1.49M	Hold	28,336	–	–	0.46%	40
2021 Q2	$1.53M	Buy	28,336 +200	+0.7%	+$10.8K	0.45%	42
2021 Q1	$1.48M	Hold	28,136	–	–	0.46%	42
2020 Q4	$1.54M	Hold	28,136	–	–	0.5%	40
2020 Q3	$1.39M	Sell	28,136 -688	-2%	-$34K	0.52%	41
2020 Q2	$1.29M	Hold	28,824	–	–	0.53%	41
2020 Q1	$1.28M	Hold	28,824	–	–	0.61%	39
2019 Q4	$1.6M	Hold	28,824	–	–	0.64%	41
2019 Q3	$1.57M	Buy	28,824 +288	+1%	+$15.7K	0.7%	39
2019 Q2	$1.45M	Buy	28,536 +400	+1%	+$20.4K	0.65%	40
2019 Q1	$1.32M	Hold	28,136	–	–	0.65%	40
2018 Q4	$1.33M	Hold	28,136	–	–	0.68%	42
2018 Q3	$1.3M	Hold	28,136	–	–	0.57%	50
2018 Q2	$1.23M	Hold	28,136	–	–	0.57%	48
2018 Q1	$1.22M	Sell	28,136 -200	-0.7%	-$8.69K	0.56%	48
2017 Q4	$1.3M	Sell	28,336 -250	-0.9%	-$11.5K	0.61%	48
2017 Q3	$1.29M	Buy	28,586 +450	+2%	+$20.3K	0.64%	45
2017 Q2	$1.26M	Hold	28,136	–	–	0.66%	42
2017 Q1	$1.19M	Sell	28,136 -22	-0.1%	-$934	0.68%	42
2016 Q4	$1.17M	Sell	28,158 -189	-0.7%	-$7.83K	0.69%	44
2016 Q3	$1.2M	Hold	28,347	–	–	0.69%	44
2016 Q2	$1.29M	Hold	28,347	–	–	0.78%	42
2016 Q1	$1.32M	Hold	28,347	–	–	0.81%	43
2015 Q4	$1.22M	Sell	28,347 -175	-0.6%	-$7.52K	0.78%	42
2015 Q3	$1.14M	Hold	28,522	–	–	0.75%	44
2015 Q2	$1.12M	Buy	28,522 +22	+0.1%	+$863	0.68%	45
2015 Q1	$1.16M	Hold	28,500	–	–	0.83%	40
2014 Q4	$1.2M	Hold	28,500	–	–	0.87%	39
2014 Q3	$1.22M	Hold	28,500	–	–	0.93%	39
2014 Q2	$1.21M	Hold	28,500	–	–	0.9%	40
2014 Q1	$1.1M	Hold	28,500	–	–	0.87%	40
2013 Q4	$1.18M	Hold	28,500	–	–	0.94%	40
2013 Q3	$1.08M	Hold	28,500	–	–	0.92%	40
2013 Q2	$1.14M	Buy	+28,500	New	+$1.14M	1%	40