Meridian Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.45M | Buy |
45,424
+914
| +2% | +$69.1K | 0.12% | 162 |
|
|
2025
Q4 | $3.11M | Buy |
44,510
+1,170
| +3% | +$81.6K | 0.11% | 169 |
|
|
2025
Q3 | $2.87M | Buy |
43,340
+1,762
| +4% | +$121K | 0.11% | 168 |
|
|
2025
Q2 | $2.94M | Buy |
41,578
+9,802
| +31% | +$698K | 0.13% | 165 |
|
|
2025
Q1 | $2.28M | Sell |
31,776
-8,703
| -22% | -$581K | 0.11% | 173 |
|
|
2024
Q4 | $2.52M | Sell |
40,479
-774
| -2% | -$50.5K | 0.12% | 166 |
|
|
2024
Q3 | $2.96M | Buy |
+41,253
| New | +$2.82M | 0.15% | 149 |
|
|
2024
Q2 | – | Sell |
-44,594
| Closed | -$2.73M | – | 437 |
|
|
2024
Q1 | $2.73M | Buy |
44,594
+943
| +2% | +$56.6K | 0.45% | 42 |
|
|
2023
Q4 | $2.57M | Sell |
43,651
-38,309
| -47% | -$2.18M | 0.16% | 143 |
|
|
2023
Q3 | $4.59M | Buy |
81,960
+41,550
| +103% | +$2.49M | 0.28% | 74 |
|
|
2023
Q2 | $2.43M | Sell |
40,410
-7,915
| -16% | -$492K | 0.21% | 104 |
|
|
2023
Q1 | $3M | Buy |
48,325
+12,299
| +34% | +$745K | 0.26% | 86 |
|
|
2022
Q4 | $2.29M | Buy |
36,026
+983
| +3% | +$59.3K | 0.22% | 110 |
|
|
2022
Q3 | $1.96M | Sell |
35,043
-9,514
| -21% | -$591K | 0.21% | 112 |
|
|
2022
Q2 | $2.8M | Buy |
44,557
+13,568
| +44% | +$860K | 0.23% | 107 |
|
|
2022
Q1 | $1.92M | Buy |
30,989
+1,149
| +4% | +$69.9K | 0.21% | 98 |
|
|
2021
Q4 | $1.77M | Sell |
29,840
-564
| -2% | -$31.4K | 0.19% | 101 |
|
|
2021
Q3 | $1.59M | Buy |
30,404
+1,884
| +7% | +$105K | 0.2% | 102 |
|
|
2021
Q2 | $1.54M | Buy |
28,520
+8,291
| +41% | +$451K | 0.2% | 101 |
|
|
2021
Q1 | $1.07M | Sell |
20,229
-458
| -2% | -$23.1K | 0.16% | 128 |
|
|
2020
Q4 | $1.13M | Buy |
20,687
+713
| +4% | +$36.9K | 0.18% | 105 |
|
|
2020
Q3 | $985K | Buy |
19,974
+8,420
| +73% | +$405K | 0.24% | 85 |
|
|
2020
Q2 | $515K | Buy |
11,554
+913
| +9% | +$42.1K | 0.17% | 118 |
|
|
2020
Q1 | $470K | Buy |
10,641
+3,373
| +46% | +$182K | 0.21% | 115 |
|
|
2019
Q4 | $402K | Buy |
7,268
+324
| +5% | +$17.4K | 0.19% | 113 |
|
|
2019
Q3 | $378K | Buy |
6,944
+963
| +16% | +$51.6K | 0.18% | 119 |
|
|
2019
Q2 | $3.04K | Buy |
5,981
+96
| +2% | +$4.71K | 0.12% | 141 |
|
|
2019
Q1 | $276K | Buy |
5,885
+119
| +2% | +$5.57K | 0.13% | 151 |
|
|
2018
Q4 | $273K | Buy |
+5,766
| New | +$276K | 0.16% | 124 |
|
|
2018
Q3 | – | Sell |
-5,375
| Closed | -$236K | – | 183 |
|
|
2018
Q2 | $236K | Buy |
5,375
+23
| +0.4% | +$993 | 0.11% | 156 |
|
|
2018
Q1 | $232K | Sell |
5,352
-30
| -0.6% | -$1.35K | 0.12% | 157 |
|
|
2017
Q4 | $246K | Buy |
5,382
+233
| +5% | +$10.7K | 0.15% | 145 |
|
|
2017
Q3 | $231K | Sell |
5,149
-5,622
| -52% | -$256K | 0.15% | 147 |
|
|
2017
Q2 | $483K | Buy |
10,771
+5,059
| +89% | +$224K | 0.31% | 78 |
|
|
2017
Q1 | $242K | Buy |
+5,712
| New | +$238K | 0.15% | 143 |
|
Other funds holding KO
VCM
VPM
Meridian Wealth Management's KO Position: Q1 2026 in Review
Meridian Wealth Management increased its Coca-Cola (KO) stake by 2.1% in Q1 2026, buying an estimated $69.1K and bringing the position to 45,424 shares worth $3.45M. The position accounts for 0.12% of the portfolio, ranked #162.
Meridian Wealth Management first reported a position in KO in Q1 2017 and has held it in 35 quarters since. The position peaked at $4.59M in Q3 2023. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Meridian Wealth Management held 45,424 shares of Coca-Cola worth $3.45M as of Q1 2026.
- Meridian Wealth Management bought 914 Coca-Cola shares in Q1 2026, an estimated $69.1K.
- Coca-Cola made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #162 holding.
- Meridian Wealth Management first reported a position in Coca-Cola in Q1 2017 and has held it in 35 quarters since.
- Meridian Wealth Management's Coca-Cola position peaked at $4.59M in Q3 2023.
- 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.