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

Meridian Wealth Partners’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
Q2 		$265K Sell
3,264
-5
-0.2% -$395 0.03% 102
2026
Q1 		$249K Buy
3,269
+31
+1% +$2.34K 0.03% 100
2025
Q4 		$226K Buy
3,238
+75
+2% +$5.23K 0.03% 103
2025
Q3 		$210K Sell
3,163
-312
-9% -$21.5K 0.03% 110
2025
Q2 		$246K Buy
3,475
+129
+4% +$9.19K 0.04% 98
2025
Q1 		$240K Sell
3,346
-919
-22% -$61.4K 0.04% 93
2024
Q4 		$266K Buy
4,265
+627
+17% +$40.9K 0.04% 91
2024
Q3 		$261K Sell
3,638
-194
-5% -$13.3K 0.04% 89
2024
Q2 		$244K Buy
3,832
+487
+15% +$30.1K 0.04% 92
2024
Q1 		$205K Buy
+3,345
New +$201K 0.04% 101
2021
Q2 		– Sell
-1,565
Closed -$82K – 714
2021
Q1 		$82K Buy
1,565
+98
+7% +$4.93K 0.02% 123
2020
Q4 		$81K Buy
1,467
+9
+0.6% +$465 0.03% 106
2020
Q3 		$72K Buy
1,458
+14
+1% +$673 0.04% 104
2020
Q2 		$64K Buy
1,444
+52
+4% +$2.4K 0.03% 110
2020
Q1 		$62K Buy
1,392
+145
+12% +$7.83K 0.04% 108
2019
Q4 		$69K Buy
+1,247
New +$67K 0.04% 115

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Meridian Wealth Partners's KO Position: Q2 2026 in Review

Meridian Wealth Partners reduced its Coca-Cola (KO) stake by 0.15% in Q2 2026, selling an estimated $395 and leaving 3,264 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #102.

Meridian Wealth Partners first reported a position in KO in Q4 2019 and has held it in 16 quarters since. The position peaked at $266K in Q4 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Meridian Wealth Partners held 3,264 shares of Coca-Cola worth $265K as of Q2 2026.
  • Meridian Wealth Partners sold 5 Coca-Cola shares in Q2 2026, an estimated $395.
  • Coca-Cola made up 0.03% of Meridian Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • Meridian Wealth Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 16 quarters since.
  • Meridian Wealth Partners's Coca-Cola position peaked at $266K in Q4 2024.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.