J.W. Cole Advisors’s MillerKnoll MLKN Stock Holding History

J.W. Cole Advisors’s Portfolio MLKN Stock Details MLKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-21,822	Closed	-$399K	–	1202
2025 Q4	$399K	Sell	21,822 -200	-0.9%	-$3.26K	0.01%	978
2025 Q3	$391K	Buy	22,022 +14	+0.1%	+$283	0.01%	1100
2025 Q2	$427K	Buy	22,008 +18	+0.1%	+$307	0.01%	975
2025 Q1	$421K	Buy	+21,990	New	+$468K	0.01%	819
2020 Q4	–	Sell	-20,154	Closed	-$608K	–	781
2020 Q3	$608K	Buy	+20,154	New	+$499K	0.05%	363

Other funds holding MLKN

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J.W. Cole Advisors's MLKN Position: Q1 2026 in Review

J.W. Cole Advisors sold out of MillerKnoll (MLKN) in Q1 2026, closing a stake of 21,822 shares — an estimated $399K sold.

J.W. Cole Advisors first reported a position in MLKN in Q3 2020 and held it in 5 quarters. The position peaked at $608K in Q3 2020. 231 funds tracked by Wall St. Rank hold MLKN as of Q1 2026.

J.W. Cole Advisors reported no remaining MillerKnoll position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 21,822 MillerKnoll shares in Q1 2026, an estimated $399K.
J.W. Cole Advisors first reported a position in MillerKnoll in Q3 2020 and held it in 5 quarters.
J.W. Cole Advisors's MillerKnoll position peaked at $608K in Q3 2020.
231 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.