Sagace Wealth Management’s Coca-Cola KO Stock Holding History

Sagace Wealth 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
2024 Q4	–	Sell	-3,818	Closed	-$269K	–	66
2024 Q3	$269K	Buy	+3,818	New	+$261K	0.21%	54

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

Sagace Wealth Management's KO Position: Q4 2024 in Review

Sagace Wealth Management sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 3,818 shares — an estimated $269K sold.

Sagace Wealth Management first reported a position in KO in Q3 2024 and held it in 1 quarter. The position peaked at $269K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

Sagace Wealth Management reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
Sagace Wealth Management sold 3,818 Coca-Cola shares in Q4 2024, an estimated $269K.
Sagace Wealth Management first reported a position in Coca-Cola in Q3 2024 and held it in 1 quarter.
Sagace Wealth Management's Coca-Cola position peaked at $269K in Q3 2024.
3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Sagace Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.