MWP
KO icon

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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Meridian Wealth Partners increased its Coca-Cola (KO) stake by 0.96% in Q1 2026, buying an estimated $2.34K and bringing the position to 3,269 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #100.

Meridian Wealth Partners first reported a position in KO in Q4 2019 and has held it in 15 quarters since. The position peaked at $266K in Q4 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Meridian Wealth Partners held 3,269 shares of Coca-Cola worth $249K as of Q1 2026.
  • Meridian Wealth Partners bought 31 Coca-Cola shares in Q1 2026, an estimated $2.34K.
  • Coca-Cola made up 0.03% of Meridian Wealth Partners's portfolio in Q1 2026, its #100 holding.
  • Meridian Wealth Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 15 quarters since.
  • Meridian Wealth Partners's Coca-Cola position peaked at $266K in Q4 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.