Miller Wealth Advisors’s Coca-Cola KO Stock Holding History

Miller Wealth 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 Q2	$1.91K	Sell	100 -290	-74%	-$22.9K	﹤0.01%	104
2026 Q1	$29.7K	Hold	390	–	–	0.01%	45
2025 Q4	$27.3K	Hold	390	–	–	0.01%	43
2025 Q3	$25.9K	Hold	390	–	–	0.01%	48
2025 Q2	$27.6K	Hold	390	–	–	0.01%	41
2025 Q1	$27.9K	Buy	390 +290	+290%	+$19.4K	0.02%	40
2024 Q4	$6.23K	Hold	100	–	–	﹤0.01%	63
2024 Q3	$6.99K	Sell	100 -24	-19%	-$1.64K	﹤0.01%	63
2024 Q2	$7.89K	Hold	124	–	–	﹤0.01%	56
2024 Q1	$7.59K	Hold	124	–	–	﹤0.01%	59
2023 Q4	$7.31K	Hold	124	–	–	﹤0.01%	56
2023 Q3	$6.94K	Hold	124	–	–	﹤0.01%	54
2023 Q2	$7.47K	Buy	+124	New	+$7.71K	0.01%	50
2023 Q1	–	Sell	-124	Closed	-$7.51K	–	70
2022 Q4	$8K	Hold	124	–	–	0.01%	54
2022 Q3	$8K	Hold	124	–	–	0.01%	66
2022 Q2	$8K	Hold	124	–	–	0.01%	59
2022 Q1	$8K	Hold	124	–	–	0.01%	64
2021 Q4	$7K	Buy	+124	New	+$6.91K	﹤0.01%	68

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Miller Wealth Advisors's KO Position: Q2 2026 in Review

Miller Wealth Advisors reduced its Coca-Cola (KO) stake by 74% in Q2 2026, selling an estimated $22.9K and leaving 100 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #104.

Miller Wealth Advisors first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $29.7K in Q1 2026. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Miller Wealth Advisors held 100 shares of Coca-Cola worth $1.91K as of Q2 2026.
Miller Wealth Advisors sold 290 Coca-Cola shares in Q2 2026, an estimated $22.9K.
Coca-Cola made up ﹤0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Miller Wealth Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
Miller Wealth Advisors's Coca-Cola position peaked at $29.7K in Q1 2026.
1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.