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	$31.7K	Hold	390	–	–	0.01%	46
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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Miller Wealth Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 390 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #46.

Miller Wealth Advisors first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Miller Wealth Advisors held 390 shares of Coca-Cola worth $31.7K as of Q2 2026.
Miller Wealth Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Miller Wealth Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
3,638 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.