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Miller Howard Investments’s Coca-Cola KO Stock Holding History

Miller Howard Investments’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 		$24.6M Sell
323,276
-5,275
-2% -$399K 0.67% 58
2025
Q4 		$23M Sell
328,551
-130,984
-29% -$9.13M 0.69% 52
2025
Q3 		$30.5M Sell
459,535
-258
-0.1% -$17.8K 0.93% 48
2025
Q2 		$32.5M Sell
459,793
-1,715
-0.4% -$122K 1.03% 44
2025
Q1 		$33.1M Sell
461,508
-648,628
-58% -$43.3M 1.05% 39
2024
Q4 		$69.1M Sell
1,110,136
-95,090
-8% -$6.21M 2.27% 13
2024
Q3 		$86.6M Buy
1,205,226
+55,766
+5% +$3.82M 2.67% 5
2024
Q2 		$73.2M Sell
1,149,460
-17,838
-2% -$1.1M 2.43% 7
2024
Q1 		$71.4M Buy
1,167,298
+45,816
+4% +$2.75M 2.34% 7
2023
Q4 		$66.1M Sell
1,121,482
-63,093
-5% -$3.58M 2.3% 10
2023
Q3 		$66.3M Buy
1,184,575
+349,278
+42% +$20.9M 2.43% 12
2023
Q2 		$50.3M Buy
835,297
+2,552
+0.3% +$159K 1.79% 23
2023
Q1 		$51.7M Buy
832,745
+12,301
+1% +$745K 1.87% 23
2022
Q4 		$52.2M Buy
820,444
+807,922
+6,452% +$48.8M 1.89% 21
2022
Q3 		$701K Buy
12,522
+137
+1% +$8.52K 0.03% 143
2022
Q2 		$779K Buy
12,385
+4,992
+68% +$316K 0.03% 146
2022
Q1 		$458K Buy
+7,393
New +$450K 0.02% 146
2021
Q3 		– Sell
-699,032
Closed -$37.8M – 146
2021
Q2 		$37.8M Buy
699,032
+1,089
+0.2% +$59.2K 1.51% 30
2021
Q1 		$36.8M Sell
697,943
-13,321
-2% -$670K 1.55% 29
2020
Q4 		$39M Sell
711,264
-33,825
-5% -$1.75M 1.84% 25
2020
Q3 		$36.8M Sell
745,089
-54,386
-7% -$2.62M 1.94% 24
2020
Q2 		$35.7M Buy
+799,475
New +$36.8M 1.78% 26

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Miller Howard Investments's KO Position: Q1 2026 in Review

Miller Howard Investments reduced its Coca-Cola (KO) stake by 1.6% in Q1 2026, selling an estimated $399K and leaving 323,276 shares worth $24.6M. The position accounts for 0.67% of the portfolio, ranked #58.

Miller Howard Investments first reported a position in KO in Q2 2020 and has held it in 22 quarters since. The position peaked at $86.6M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Miller Howard Investments held 323,276 shares of Coca-Cola worth $24.6M as of Q1 2026.
  • Miller Howard Investments sold 5,275 Coca-Cola shares in Q1 2026, an estimated $399K.
  • Coca-Cola made up 0.67% of Miller Howard Investments's portfolio in Q1 2026, its #58 holding.
  • Miller Howard Investments first reported a position in Coca-Cola in Q2 2020 and has held it in 22 quarters since.
  • Miller Howard Investments's Coca-Cola position peaked at $86.6M in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Miller Howard Investments's 13F filing for Q1 2026, filed 20 Apr 2026.