Miller Investment Management’s Coca-Cola KO Stock Holding History

Miller Investment Management’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$373K	Hold	5,275	–	–	0.04%	86
2025 Q1	$378K	Hold	5,275	–	–	0.04%	83
2024 Q4	$328K	Sell	5,275 -17	-0.3%	-$1.06K	0.04%	89
2024 Q3	$380K	Hold	5,292	–	–	0.04%	87
2024 Q2	$337K	Hold	5,292	–	–	0.04%	89
2024 Q1	$324K	Hold	5,292	–	–	0.04%	92
2023 Q4	$312K	Sell	5,292 -18	-0.3%	-$1.06K	0.04%	89
2023 Q3	$297K	Hold	5,310	–	–	0.05%	83
2023 Q2	$320K	Hold	5,310	–	–	0.05%	83
2023 Q1	$329K	Hold	5,310	–	–	0.05%	81
2022 Q4	$338K	Hold	5,310	–	–	0.06%	82
2022 Q3	$297K	Hold	5,310	–	–	0.06%	81
2022 Q2	$334K	Hold	5,310	–	–	0.07%	78
2022 Q1	$329K	Hold	5,310	–	–	0.05%	81
2021 Q4	$314K	Hold	5,310	–	–	0.04%	84
2021 Q3	$279K	Sell	5,310 -2,400	-31%	-$126K	0.05%	80
2021 Q2	$417K	Hold	7,710	–	–	0.07%	63
2021 Q1	$406K	Hold	7,710	–	–	0.08%	62
2020 Q4	$423K	Hold	7,710	–	–	0.08%	60
2020 Q3	$381K	Hold	7,710	–	–	0.09%	55
2020 Q2	$344K	Hold	7,710	–	–	0.1%	57
2020 Q1	$341K	Hold	7,710	–	–	0.11%	56
2019 Q4	$427K	Hold	7,710	–	–	0.09%	58
2019 Q3	$420K	Hold	7,710	–	–	0.1%	59
2019 Q2	$393K	Hold	7,710	–	–	0.09%	60
2019 Q1	$361K	Hold	7,710	–	–	0.09%	62
2018 Q4	$365K	Hold	7,710	–	–	0.11%	58
2018 Q3	$356K	Hold	7,710	–	–	0.11%	65
2018 Q2	$338K	Sell	7,710 -28	-0.4%	-$1.23K	0.1%	70
2018 Q1	$336K	Buy	7,738 +28	+0.4%	+$1.22K	0.11%	66
2017 Q4	$354K	Hold	7,710	–	–	0.11%	61
2017 Q3	$347K	Hold	7,710	–	–	0.11%	61
2017 Q2	$346K	Hold	7,710	–	–	0.12%	59
2017 Q1	$327K	Hold	7,710	–	–	0.12%	61
2016 Q4	$320K	Hold	7,710	–	–	0.1%	63
2016 Q3	$326K	Hold	7,710	–	–	0.12%	62
2016 Q2	$349K	Hold	7,710	–	–	0.13%	56
2016 Q1	$358K	Hold	7,710	–	–	0.16%	50
2015 Q4	$331K	Hold	7,710	–	–	0.13%	52
2015 Q3	$309K	Hold	7,710	–	–	0.13%	54
2015 Q2	$302K	Hold	7,710	–	–	0.11%	57
2015 Q1	$313K	Buy	7,710 +2,400	+45%	+$97.4K	0.11%	59
2014 Q4	$224K	Hold	5,310	–	–	0.09%	59
2014 Q3	$227K	Buy	5,310 +110	+2%	+$4.7K	0.11%	60
2014 Q2	$220K	Hold	5,200	–	–	0.1%	68
2014 Q1	$201K	Hold	5,200	–	–	0.11%	74
2013 Q4	$215K	Buy	+5,200	New	+$215K	0.12%	67
2013 Q3	–	Sell	-5,920	Closed	-$237K	–	72
2013 Q2	$237K	Buy	+5,920	New	+$237K	0.17%	59