Meridian Wealth Advisors’s Coca-Cola KO Stock Holding History

Meridian Wealth Advisors’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 Q1	$3.59M	Buy	47,164 +5,897	+14%	+$446K	0.47%	46
2025 Q4	$2.88M	Buy	41,267 +1,666	+4%	+$116K	0.4%	53
2025 Q3	$2.63M	Buy	39,601 +892	+2%	+$61.4K	0.37%	54
2025 Q2	$2.74M	Sell	38,709 -186	-0.5%	-$13.2K	0.43%	50
2025 Q1	$2.79M	Sell	38,895 -3,916	-9%	-$262K	0.47%	47
2024 Q4	$2.67M	Buy	42,811 +455	+1%	+$29.7K	0.44%	50
2024 Q3	$3.04M	Sell	42,356 -881	-2%	-$60.3K	0.51%	48
2024 Q2	$2.75M	Buy	43,237 +24,361	+129%	+$1.51M	0.49%	48
2024 Q1	$1.15M	Sell	18,876 -1,058	-5%	-$63.6K	0.22%	76
2023 Q4	$1.17M	Sell	19,934 -266	-1%	-$15.1K	0.26%	71
2023 Q3	$1.13M	Sell	20,200 -147	-0.7%	-$8.82K	0.28%	71
2023 Q2	$1.23M	Sell	20,347 -2,149	-10%	-$134K	0.3%	70
2023 Q1	$1.4M	Hold	22,496	–	–	0.35%	63
2022 Q4	$1.43M	Sell	22,496 -618	-3%	-$37.3K	0.37%	64
2022 Q3	$1.29M	Buy	23,114 +500	+2%	+$31.1K	0.36%	62
2022 Q2	$1.42M	Sell	22,614 -2,924	-11%	-$185K	0.38%	61
2022 Q1	$1.58M	Buy	25,538 +2,994	+13%	+$182K	0.37%	62
2021 Q4	$1.33M	Sell	22,544 -768	-3%	-$42.8K	0.32%	68
2021 Q3	$1.22M	Sell	23,312 -225	-1%	-$12.5K	0.34%	68
2021 Q2	$1.27M	Buy	23,537 +5,697	+32%	+$310K	0.36%	67
2021 Q1	$940K	Buy	17,840 +4,910	+38%	+$247K	0.31%	72
2020 Q4	$709K	Sell	12,930 -262	-2%	-$13.5K	0.26%	83
2020 Q3	$651K	Buy	13,192 +160	+1%	+$7.7K	0.28%	79
2020 Q2	$582K	Buy	13,032 +1,524	+13%	+$70.2K	0.27%	80
2020 Q1	$509K	Sell	11,508 -2,878	-20%	-$155K	0.28%	73
2019 Q4	$796K	Sell	14,386 -298	-2%	-$16K	0.31%	64
2019 Q3	$799K	Buy	14,684 +8,180	+126%	+$438K	0.34%	62
2019 Q2	$340K	Hold	6,504	–	–	0.24%	91
2019 Q1	$305K	Buy	6,504 +40	+0.6%	+$1.87K	0.22%	90
2018 Q4	$306K	Buy	+6,464	New	+$309K	0.23%	86

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meridian Wealth Advisors's KO Position: Q1 2026 in Review

Meridian Wealth Advisors increased its Coca-Cola (KO) stake by 14% in Q1 2026, buying an estimated $446K and bringing the position to 47,164 shares worth $3.59M. The position accounts for 0.47% of the portfolio, ranked #46.

Meridian Wealth Advisors first reported a position in KO in Q4 2018 and has held it in 30 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Meridian Wealth Advisors held 47,164 shares of Coca-Cola worth $3.59M as of Q1 2026.
Meridian Wealth Advisors bought 5,897 Coca-Cola shares in Q1 2026, an estimated $446K.
Coca-Cola made up 0.47% of Meridian Wealth Advisors's portfolio in Q1 2026, its #46 holding.
Meridian Wealth Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.