Merited Wealth’s Coca-Cola KO Stock Holding History

Merited Wealth’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	–	Sell	-973	Closed	-$68K	–	195
2025 Q4	$68K	Buy	+973	New	+$67.8K	0.06%	103

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Merited Wealth's KO Position: Q1 2026 in Review

Merited Wealth sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 973 shares — an estimated $68K sold.

Merited Wealth first reported a position in KO in Q4 2025 and held it in 1 quarter. The position peaked at $68K in Q4 2025. 3,570 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Merited Wealth reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 973 Coca-Cola shares in Q1 2026, an estimated $68K.
Merited Wealth first reported a position in Coca-Cola in Q4 2025 and held it in 1 quarter.
Merited Wealth's Coca-Cola position peaked at $68K in Q4 2025.
3,570 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.