Miller Financial Services’s Coca-Cola KO Stock Holding History

Miller Financial Services’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 Q2	$267K	Sell	3,291 -50	-1%	-$3.95K	0.22%	109
2026 Q1	$254K	Sell	3,341 -10	-0.3%	-$756	0.28%	98
2025 Q4	$234K	Sell	3,351 -26	-0.8%	-$1.81K	0.27%	91
2025 Q3	$224K	Sell	3,377 -55	-2%	-$3.79K	0.26%	96
2025 Q2	$243K	Sell	3,432 -535	-13%	-$38.1K	0.31%	85
2025 Q1	$284K	Sell	3,967 -710	-15%	-$47.4K	0.41%	69
2024 Q4	$291K	Buy	+4,677	New	+$305K	0.25%	99

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Miller Financial Services's KO Position: Q2 2026 in Review

Miller Financial Services reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $3.95K and leaving 3,291 shares worth $267K. The position accounts for 0.22% of the portfolio, ranked #109.

Miller Financial Services first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $291K in Q4 2024. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Miller Financial Services held 3,291 shares of Coca-Cola worth $267K as of Q2 2026.
Miller Financial Services sold 50 Coca-Cola shares in Q2 2026, an estimated $3.95K.
Coca-Cola made up 0.22% of Miller Financial Services's portfolio in Q2 2026, its #109 holding.
Miller Financial Services first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
Miller Financial Services's Coca-Cola position peaked at $291K in Q4 2024.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.