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Merit Financial Group’s Coca-Cola KO Stock Holding History

Merit Financial Group’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 		$28.7M Buy
353,665
+8,131
+2% +$642K 0.18% 101
2026
Q1 		$26.3M Buy
345,534
+113,845
+49% +$8.61M 0.2% 88
2025
Q4 		$16.2M Buy
231,689
+25,068
+12% +$1.75M 0.13% 133
2025
Q3 		$13.7M Buy
206,621
+7,362
+4% +$507K 0.13% 133
2025
Q2 		$14.1M Buy
199,259
+82,550
+71% +$5.88M 0.16% 104
2025
Q1 		$8.36M Buy
116,709
+16,916
+17% +$1.13M 0.13% 134
2024
Q4 		$6.21M Buy
99,793
+10,632
+12% +$694K 0.11% 158
2024
Q3 		$6.41M Sell
89,161
-7,465
-8% -$511K 0.14% 127
2024
Q2 		$6.15M Sell
96,626
-11,047
-10% -$684K 0.14% 122
2024
Q1 		$6.69M Buy
107,673
+35,182
+49% +$2.11M 0.16% 109
2023
Q4 		$4.27M Buy
72,491
+9,297
+15% +$528K 0.13% 112
2023
Q3 		$3.54M Buy
63,194
+5,647
+10% +$339K 0.12% 137
2023
Q2 		$3.47M Buy
57,547
+21,444
+59% +$1.33M 0.11% 139
2023
Q1 		$2.24M Buy
36,103
+4,480
+14% +$271K 0.08% 191
2022
Q4 		$2.01M Buy
31,623
+5,773
+22% +$349K 0.07% 196
2022
Q3 		$1.45M Sell
25,850
-11,336
-30% -$705K 0.06% 200
2022
Q2 		$2.34M Buy
37,186
+24,959
+204% +$1.58M 0.07% 171
2022
Q1 		$758K Buy
12,227
+1,754
+17% +$107K 0.05% 185
2021
Q4 		$620K Buy
10,473
+26
+0.2% +$1.45K 0.06% 150
2021
Q3 		$548K Sell
10,447
-5
-0% -$279 0.06% 148
2021
Q2 		$566K Sell
10,452
-223
-2% -$12.1K 0.05% 147
2021
Q1 		$563K Sell
10,675
-23
-0.2% -$1.16K 0.06% 139
2020
Q4 		$587K Sell
10,698
-78
-0.7% -$4.03K 0.06% 123
2020
Q3 		$532K Buy
10,776
+225
+2% +$10.8K 0.05% 134
2020
Q2 		$471K Buy
10,551
+652
+7% +$30K 0.05% 134
2020
Q1 		$438K Buy
9,899
+500
+5% +$27K 0.05% 135
2019
Q4 		$520K Buy
9,399
+4,756
+102% +$256K 0.05% 137
2019
Q3 		$253K Buy
+4,643
New +$249K 0.03% 124

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 $3.37T AUM 44.26% 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

Merit Financial Group's KO Position: Q2 2026 in Review

Merit Financial Group increased its Coca-Cola (KO) stake by 2.4% in Q2 2026, buying an estimated $642K and bringing the position to 353,665 shares worth $28.7M. The position accounts for 0.18% of the portfolio, ranked #101.

Merit Financial Group first reported a position in KO in Q3 2019 and has held it in 28 quarters since. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Merit Financial Group held 353,665 shares of Coca-Cola worth $28.7M as of Q2 2026.
  • Merit Financial Group bought 8,131 Coca-Cola shares in Q2 2026, an estimated $642K.
  • Coca-Cola made up 0.18% of Merit Financial Group's portfolio in Q2 2026, its #101 holding.
  • Merit Financial Group first reported a position in Coca-Cola in Q3 2019 and has held it in 28 quarters since.
  • 3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.