Mill Capital Management’s Coca-Cola KO Stock Holding History

Mill Capital 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
2026 Q1	$2.59M	Sell	34,017 -32	-0.1%	-$2.42K	0.2%	52
2025 Q4	$2.38M	Sell	34,049 -1,230	-3%	-$85.7K	0.17%	55
2025 Q3	$2.34M	Sell	35,279 -400	-1%	-$27.5K	0.17%	54
2025 Q2	$2.52M	Sell	35,679 -654	-2%	-$46.6K	0.2%	50
2025 Q1	$2.6M	Sell	36,333 -7,500	-17%	-$501K	0.21%	50
2024 Q4	$2.73M	Hold	43,833	–	–	0.22%	50
2024 Q3	$3.15M	Sell	43,833 -285	-0.6%	-$19.5K	0.25%	48
2024 Q2	$2.81M	Sell	44,118 -2,559	-5%	-$158K	0.23%	47
2024 Q1	$2.86M	Sell	46,677 -40	-0.1%	-$2.4K	0.24%	51
2023 Q4	$2.75M	Sell	46,717 -3,967	-8%	-$225K	0.25%	51
2023 Q3	$2.84M	Sell	50,684 -325	-0.6%	-$19.5K	0.28%	45
2023 Q2	$3.07M	Sell	51,009 -1,040	-2%	-$64.7K	0.29%	46
2023 Q1	$3.23M	Buy	52,049 +72	+0.1%	+$4.36K	0.33%	47
2022 Q4	$3.31M	Hold	51,977	–	–	0.36%	44
2022 Q3	$2.91M	Sell	51,977 -1,000	-2%	-$62.2K	0.34%	46
2022 Q2	$3.33M	Sell	52,977 -4,173	-7%	-$265K	0.37%	45
2022 Q1	$3.54M	Sell	57,150 -240	-0.4%	-$14.6K	0.34%	45
2021 Q4	$3.4M	Buy	+57,390	New	+$3.2M	0.35%	47

Other funds holding KO

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Mill Capital Management's KO Position: Q1 2026 in Review

Mill Capital Management reduced its Coca-Cola (KO) stake by 0.09% in Q1 2026, selling an estimated $2.42K and leaving 34,017 shares worth $2.59M. The position accounts for 0.2% of the portfolio, ranked #52.

Mill Capital Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.54M in Q1 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Mill Capital Management held 34,017 shares of Coca-Cola worth $2.59M as of Q1 2026.
Mill Capital Management sold 32 Coca-Cola shares in Q1 2026, an estimated $2.42K.
Coca-Cola made up 0.2% of Mill Capital Management's portfolio in Q1 2026, its #52 holding.
Mill Capital Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
Mill Capital Management's Coca-Cola position peaked at $3.54M in Q1 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.