WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s Coca-Cola KO Stock Holding History

WorldQuant Millennium 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
Q1 		$23.6M Buy
+310,649
New +$23.5M 0.09% 207
2025
Q3 		– Sell
-1,229,894
Closed -$87M – 574
2025
Q2 		$87M Buy
1,229,894
+171,425
+16% +$12.2M 0.43% 60
2025
Q1 		$75.8M Buy
+1,058,469
New +$70.7M 0.48% 61
2024
Q4 		– Sell
-40,859
Closed -$2.94M – 474
2024
Q3 		$2.94M Buy
40,859
+92
+0.2% +$6.3K 0.02% 322
2024
Q2 		$2.59M Sell
40,767
-406,376
-91% -$25.2M 0.02% 299
2024
Q1 		$27.4M Sell
447,143
-533,988
-54% -$32.1M 0.34% 95
2023
Q4 		$57.8M Buy
981,131
+105,639
+12% +$6M 0.81% 28
2023
Q3 		$49M Buy
875,492
+179,457
+26% +$10.8M 0.76% 26
2023
Q2 		$41.9M Sell
696,035
-235,441
-25% -$14.6M 0.71% 26
2023
Q1 		$57.8M Buy
931,476
+260,846
+39% +$15.8M 1.07% 12
2022
Q4 		$42.7M Sell
670,630
-162,477
-20% -$9.81M 0.97% 18
2022
Q3 		$46.7M Buy
+833,107
New +$51.8M 1.13% 15
2022
Q1 		– Sell
-529,355
Closed -$31.3M – 326
2021
Q4 		$31.3M Sell
529,355
-476,679
-47% -$26.5M 0.62% 42
2021
Q3 		$52.8M Buy
1,006,034
+486,834
+94% +$27.1M 1.15% 11
2021
Q2 		$28.1M Buy
519,200
+20,312
+4% +$1.11M 0.62% 44
2021
Q1 		$26.3M Buy
498,888
+272,709
+121% +$13.7M 0.56% 48
2020
Q4 		$12.4M Hold
226,179
– – 0.27% 130
2020
Q3 		$11.2M Buy
226,179
+121,257
+116% +$5.83M 0.26% 124
2020
Q2 		$4.69M Buy
104,922
+100,101
+2,076% +$4.61M 0.11% 226
2020
Q1 		$213K Buy
+4,821
New +$260K 0.01% 318

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WorldQuant Millennium Advisors's KO Position: Q1 2026 in Review

WorldQuant Millennium Advisors opened a new position in Coca-Cola (KO) in Q1 2026: 310,649 shares worth $23.6M. The stake represents 0.09% of the portfolio and ranks #207 among its holdings. This is a return to the name: WorldQuant Millennium Advisors previously reported a position in KO as recently as Q2 2025.

WorldQuant Millennium Advisors first reported a position in KO in Q1 2020 and has held it in 20 quarters since. The position peaked at $87M in Q2 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • WorldQuant Millennium Advisors held 310,649 shares of Coca-Cola worth $23.6M as of Q1 2026.
  • Coca-Cola was a new WorldQuant Millennium Advisors position in Q1 2026.
  • Coca-Cola made up 0.09% of WorldQuant Millennium Advisors's portfolio in Q1 2026, its #207 holding.
  • WorldQuant Millennium Advisors first reported a position in Coca-Cola in Q1 2020 and has held it in 20 quarters since.
  • WorldQuant Millennium Advisors's Coca-Cola position peaked at $87M in Q2 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2026, filed 15 May 2026.