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Merriman Wealth Management’s Coca-Cola KO Stock Holding History

Merriman Wealth Management’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
2024
Q4 		$355K Buy
5,699
+622
+12% +$40.6K 0.01% 155
2024
Q3 		$366K Buy
5,077
+61
+1% +$4.18K 0.01% 161
2024
Q2 		$320K Buy
5,016
+59
+1% +$3.65K 0.01% 166
2024
Q1 		$306K Buy
4,957
+86
+2% +$5.17K 0.01% 164
2023
Q4 		$287K Buy
4,871
+544
+13% +$30.9K 0.01% 160
2023
Q3 		$243K Sell
4,327
-312
-7% -$18.7K 0.01% 166
2023
Q2 		$280K Buy
4,639
+300
+7% +$18.7K 0.01% 181
2023
Q1 		$270K Buy
4,339
+859
+25% +$52K 0.01% 168
2022
Q4 		$221K Sell
3,480
-97
-3% -$5.86K 0.01% 192
2022
Q3 		$201K Buy
3,577
+76
+2% +$4.72K 0.01% 167
2022
Q2 		$221K Buy
3,501
+155
+5% +$9.82K 0.02% 151
2022
Q1 		$207K Buy
+3,346
New +$203K 0.02% 188
2020
Q2 		– Sell
-4,709
Closed -$208K – 174
2020
Q1 		$208K Sell
4,709
-483
-9% -$26.1K 0.05% 143
2019
Q4 		$287K Buy
5,192
+268
+5% +$14.4K 0.06% 148
2019
Q3 		$268K Sell
4,924
-164
-3% -$8.78K 0.05% 149
2019
Q2 		$2.63K Buy
5,088
+270
+6% +$13.2K 0.05% 159
2019
Q1 		$226K Sell
4,818
-1,375
-22% -$64.3K 0.04% 181
2018
Q4 		$295K Buy
6,193
+178
+3% +$8.52K 0.06% 124
2018
Q3 		$278K Sell
6,015
-310
-5% -$14.2K 0.06% 148
2018
Q2 		$277K Buy
+6,325
New +$273K 0.06% 141

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Merriman Wealth Management's KO Position: Q4 2024 in Review

Merriman Wealth Management increased its Coca-Cola (KO) stake by 12% in Q4 2024, buying an estimated $40.6K and bringing the position to 5,699 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #155.

Merriman Wealth Management first reported a position in KO in Q2 2018 and has held it in 20 quarters since. The position peaked at $366K in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Merriman Wealth Management held 5,699 shares of Coca-Cola worth $355K as of Q4 2024.
  • Merriman Wealth Management bought 622 Coca-Cola shares in Q4 2024, an estimated $40.6K.
  • Coca-Cola made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #155 holding.
  • Merriman Wealth Management first reported a position in Coca-Cola in Q2 2018 and has held it in 20 quarters since.
  • Merriman Wealth Management's Coca-Cola position peaked at $366K in Q3 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.