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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$395K	Hold	5,200	–	–	0.04%	76
2025 Q4	$364K	Sell	5,200 -75	-1%	-$5.23K	0.04%	81
2025 Q3	$350K	Hold	5,275	–	–	0.04%	87
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%	-$1.11K	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%	-$1.02K	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%	-$134K	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%	-$1.21K	0.1%	70
2018 Q1	$336K	Buy	7,738 +28	+0.4%	+$1.26K	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%	+$100K	0.11%	59
2014 Q4	$224K	Hold	5,310	–	–	0.09%	59
2014 Q3	$227K	Buy	5,310 +110	+2%	+$4.55K	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	+$205K	0.12%	67
2013 Q3	–	Sell	-5,920	Closed	-$237K	–	72
2013 Q2	$237K	Buy	+5,920	New	+$245K	0.17%	59

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

Miller Investment Management's KO Position: Q1 2026 in Review

Miller Investment Management held its Coca-Cola (KO) position steady in Q1 2026 at 5,200 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #76.

Miller Investment Management first reported a position in KO in Q2 2013 and has held it in 51 quarters since. The position peaked at $427K in Q4 2019. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Miller Investment Management held 5,200 shares of Coca-Cola worth $395K as of Q1 2026.
Miller Investment Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.04% of Miller Investment Management's portfolio in Q1 2026, its #76 holding.
Miller Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 51 quarters since.
Miller Investment Management's Coca-Cola position peaked at $427K in Q4 2019.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.