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Millstone Evans Group’s Coca-Cola KO Stock Holding History

Millstone Evans Group’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 		$231K Buy
2,842
+102
+4% +$8.06K 0.13% 125
2026
Q1 		$208K Buy
2,740
+204
+8% +$15.4K 0.13% 139
2025
Q4 		$177K Buy
2,536
+704
+38% +$49.1K 0.1% 159
2025
Q3 		$121K Buy
1,832
+52
+3% +$3.58K 0.08% 189
2025
Q2 		$126K Buy
1,780
+136
+8% +$9.69K 0.09% 171
2025
Q1 		$118K Buy
1,644
+350
+27% +$23.4K 0.08% 174
2024
Q4 		$80.6K Buy
+1,294
New +$84.5K 0.05% 217

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Millstone Evans Group's KO Position: Q2 2026 in Review

Millstone Evans Group increased its Coca-Cola (KO) stake by 3.7% in Q2 2026, buying an estimated $8.06K and bringing the position to 2,842 shares worth $231K. The position accounts for 0.13% of the portfolio, ranked #125.

Millstone Evans Group first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Millstone Evans Group held 2,842 shares of Coca-Cola worth $231K as of Q2 2026.
  • Millstone Evans Group bought 102 Coca-Cola shares in Q2 2026, an estimated $8.06K.
  • Coca-Cola made up 0.13% of Millstone Evans Group's portfolio in Q2 2026, its #125 holding.
  • Millstone Evans Group first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.