Brown Miller Wealth Management’s Coca-Cola KO Stock Holding History

Brown Miller 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
2025 Q3	–	Sell	-3,563	Closed	-$252K	–	198
2025 Q2	$252K	Buy	3,563 +1	+0%	+$71	0.08%	169
2025 Q1	$255K	Sell	3,562 -1,556	-30%	-$104K	0.09%	156
2024 Q4	$319K	Buy	5,118 +2,071	+68%	+$135K	0.12%	91
2024 Q3	$219K	Buy	+3,047	New	+$209K	0.09%	122
2023 Q3	–	Sell	-3,489	Closed	-$210K	–	122
2023 Q2	$210K	Buy	3,489 +50	+1%	+$3.11K	0.11%	116
2023 Q1	$213K	Hold	3,439	–	–	0.13%	111
2022 Q4	$219K	Buy	+3,439	New	+$208K	0.14%	112
2022 Q3	–	Sell	-3,439	Closed	-$216K	–	117
2022 Q2	$216K	Hold	3,439	–	–	0.15%	107
2022 Q1	$213K	Sell	3,439 -402	-10%	-$24.4K	0.12%	111
2021 Q4	$227K	Hold	3,841	–	–	0.13%	111
2021 Q3	$201K	Hold	3,841	–	–	0.13%	119
2021 Q2	$207K	Hold	3,841	–	–	0.13%	113
2021 Q1	$202K	Sell	3,841 -247	-6%	-$12.4K	0.14%	112
2020 Q4	$224K	Buy	+4,088	New	+$211K	0.17%	101

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brown Miller Wealth Management's KO Position: Q3 2025 in Review

Brown Miller Wealth Management sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 3,563 shares — an estimated $252K sold.

Brown Miller Wealth Management first reported a position in KO in Q4 2020 and held it in 14 quarters. The position peaked at $319K in Q4 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Brown Miller Wealth Management reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
Brown Miller Wealth Management sold 3,563 Coca-Cola shares in Q3 2025, an estimated $252K.
Brown Miller Wealth Management first reported a position in Coca-Cola in Q4 2020 and held it in 14 quarters.
Brown Miller Wealth Management's Coca-Cola position peaked at $319K in Q4 2024.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Brown Miller Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.