Meriwether Wealth & Planning’s Coca-Cola KO Stock Holding History

Meriwether Wealth & Planning’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	$222K	Sell	2,735 -42	-2%	-$3.32K	0.11%	113
2026 Q1	$211K	Buy	+2,777	New	+$210K	0.12%	119
2025 Q3	–	Sell	-3,481	Closed	-$246K	–	130
2025 Q2	$246K	Sell	3,481 -697	-17%	-$49.6K	0.15%	102
2025 Q1	$299K	Buy	4,178 +338	+9%	+$22.6K	0.2%	87
2024 Q4	$239K	Buy	+3,840	New	+$251K	0.17%	101

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Meriwether Wealth & Planning's KO Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $3.32K and leaving 2,735 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #113.

Meriwether Wealth & Planning first reported a position in KO in Q4 2024 and has held it in 5 quarters since. The position peaked at $299K in Q1 2025. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Meriwether Wealth & Planning held 2,735 shares of Coca-Cola worth $222K as of Q2 2026.
Meriwether Wealth & Planning sold 42 Coca-Cola shares in Q2 2026, an estimated $3.32K.
Coca-Cola made up 0.11% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #113 holding.
Meriwether Wealth & Planning first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
Meriwether Wealth & Planning's Coca-Cola position peaked at $299K in Q1 2025.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.