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

Meridian Wealth 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	$2.94M	Buy	41,578 +9,802	+31%	+$694K	0.13%	165
2025 Q1	$2.28M	Sell	31,776 -8,703	-22%	-$623K	0.11%	173
2024 Q4	$2.52M	Sell	40,479 -774	-2%	-$48.2K	0.12%	166
2024 Q3	$2.96M	Buy	+41,253	New	+$2.96M	0.15%	149
2024 Q2	–	Sell	-44,594	Closed	-$2.73M	–	436
2024 Q1	$2.73M	Buy	44,594 +943	+2%	+$57.7K	0.45%	42
2023 Q4	$2.57M	Sell	43,651 -38,309	-47%	-$2.26M	0.16%	143
2023 Q3	$4.59M	Buy	81,960 +41,550	+103%	+$2.33M	0.28%	74
2023 Q2	$2.43M	Sell	40,410 -7,915	-16%	-$477K	0.21%	104
2023 Q1	$3M	Buy	48,325 +12,299	+34%	+$763K	0.26%	86
2022 Q4	$2.29M	Buy	36,026 +983	+3%	+$62.5K	0.22%	110
2022 Q3	$1.96M	Sell	35,043 -9,514	-21%	-$533K	0.21%	112
2022 Q2	$2.8M	Buy	44,557 +13,568	+44%	+$854K	0.23%	107
2022 Q1	$1.92M	Buy	30,989 +1,149	+4%	+$71.2K	0.21%	98
2021 Q4	$1.77M	Sell	29,840 -564	-2%	-$33.4K	0.19%	101
2021 Q3	$1.6M	Buy	30,404 +1,884	+7%	+$98.8K	0.2%	102
2021 Q2	$1.54M	Buy	28,520 +8,291	+41%	+$449K	0.2%	101
2021 Q1	$1.07M	Sell	20,229 -458	-2%	-$24.2K	0.16%	128
2020 Q4	$1.13M	Buy	20,687 +713	+4%	+$39.1K	0.18%	105
2020 Q3	$985K	Buy	19,974 +8,420	+73%	+$415K	0.24%	85
2020 Q2	$515K	Buy	11,554 +913	+9%	+$40.7K	0.17%	118
2020 Q1	$470K	Buy	10,641 +3,373	+46%	+$149K	0.21%	115
2019 Q4	$402K	Buy	7,268 +324	+5%	+$17.9K	0.19%	113
2019 Q3	$378K	Buy	6,944 +963	+16%	+$52.4K	0.18%	119
2019 Q2	$3.05K	Buy	5,981 +96	+2%	+$49	0.12%	141
2019 Q1	$276K	Buy	5,885 +119	+2%	+$5.58K	0.13%	151
2018 Q4	$273K	Buy	+5,766	New	+$273K	0.16%	124
2018 Q3	–	Sell	-5,375	Closed	-$236K	–	183
2018 Q2	$236K	Buy	5,375 +23	+0.4%	+$1.01K	0.11%	156
2018 Q1	$232K	Sell	5,352 -30	-0.6%	-$1.3K	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%	-$252K	0.15%	147
2017 Q2	$483K	Buy	10,771 +5,059	+89%	+$227K	0.31%	78
2017 Q1	$242K	Buy	+5,712	New	+$242K	0.15%	143