Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,287,561
+$833,066 QoQ
Shares Held
52,757
+16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#986
of 3,621 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Meridian Wealth Management, LLC holds $12,596,070 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (34.0% of the industry book) .
All Filings in KO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,287,561 | 52,757 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,454,495 | 45,424 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,111,694 | 44,510 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,874,308 | 43,340 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,941,643 | 41,578 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,275,797 | 31,776 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,520,222 | 40,479 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,964,440 | 41,253 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $2,728,260 | 44,594 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,572,353 | 43,651 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,588,120 | 81,960 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,433,490 | 40,410 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,997,599 | 48,325 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,291,613 | 36,026 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,963,108 | 35,043 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,803,080 | 44,557 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,921,318 | 30,989 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,766,826 | 29,840 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $1,595,297 | 30,404 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,543,217 | 28,520 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,066,270 | 20,229 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,134,475 | 20,687 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $986,116 | 19,974 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $516,232 | 11,554 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $470,864 | 10,641 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||