Mill Creek Capital Advisors’s Coca-Cola KO Stock Holding History

Mill Creek Capital Advisors’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	$213K	Buy	+2,799	New	+$212K	﹤0.01%	248
2025 Q4	–	Sell	-5,318	Closed	-$353K	–	269
2025 Q3	$353K	Buy	5,318 +30	+0.6%	+$2.06K	0.01%	198
2025 Q2	$374K	Hold	5,288	–	–	0.01%	189
2025 Q1	$379K	Sell	5,288 -1,048	-17%	-$70K	0.01%	183
2024 Q4	$394K	Sell	6,336 -100	-2%	-$6.53K	0.01%	186
2024 Q3	$462K	Sell	6,436 -4,041	-39%	-$277K	0.01%	169
2024 Q2	$667K	Buy	10,477 +31	+0.3%	+$1.92K	0.02%	146
2024 Q1	$639K	Sell	10,446 -621	-6%	-$37.3K	0.02%	141
2023 Q4	$652K	Buy	11,067 +396	+4%	+$22.5K	0.02%	136
2023 Q3	$597K	Sell	10,671 -2,290	-18%	-$137K	0.02%	126
2023 Q2	$781K	Buy	12,961 +6,099	+89%	+$379K	0.03%	116
2023 Q1	$426K	Sell	6,862 -97	-1%	-$5.87K	0.02%	162
2022 Q4	$443K	Buy	+6,959	New	+$420K	0.02%	149

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 Creek Capital Advisors's KO Position: Q1 2026 in Review

Mill Creek Capital Advisors opened a new position in Coca-Cola (KO) in Q1 2026: 2,799 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: Mill Creek Capital Advisors previously reported a position in KO as recently as Q3 2025.

Mill Creek Capital Advisors first reported a position in KO in Q4 2022 and has held it in 13 quarters since. The position peaked at $781K in Q2 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Mill Creek Capital Advisors held 2,799 shares of Coca-Cola worth $213K as of Q1 2026.
Coca-Cola was a new Mill Creek Capital Advisors position in Q1 2026.
Coca-Cola made up ﹤0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #248 holding.
Mill Creek Capital Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 13 quarters since.
Mill Creek Capital Advisors's Coca-Cola position peaked at $781K in Q2 2023.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.