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 Q3	$137K	Sell	1,597 -1,138	-42%	-$98.7K	0.06%	149
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Meriwether Wealth & Planning's KO Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Coca-Cola (KO) stake by 42% in Q3 2026, selling an estimated $98.7K and leaving 1,597 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #149.

Meriwether Wealth & Planning first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Meriwether Wealth & Planning held 1,597 shares of Coca-Cola worth $137K as of Q3 2026.
Meriwether Wealth & Planning sold 1,138 Coca-Cola shares in Q3 2026, an estimated $98.7K.
Coca-Cola made up 0.06% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #149 holding.
Meriwether Wealth & Planning first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
Meriwether Wealth & Planning's Coca-Cola position peaked at $299K in Q1 2025.
1,234 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.