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Sagard Holdings Management’s Coca-Cola KO Stock Holding History

Sagard Holdings 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
2025
Q3 		$10.2K Hold
154
– – 0.05% 79
2025
Q2 		$10.9K Buy
+154
New +$11K 0.03% 82

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagard Holdings Management's KO Position: Q3 2025 in Review

Sagard Holdings Management held its Coca-Cola (KO) position steady in Q3 2025 at 154 shares worth $10.2K. The position accounts for 0.05% of the portfolio, ranked #79.

Sagard Holdings Management first reported a position in KO in Q2 2025 and has held it in 2 quarters since. The position peaked at $10.9K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Sagard Holdings Management held 154 shares of Coca-Cola worth $10.2K as of Q3 2025.
  • Sagard Holdings Management left its Coca-Cola share count unchanged in Q3 2025.
  • Coca-Cola made up 0.05% of Sagard Holdings Management's portfolio in Q3 2025, its #79 holding.
  • Sagard Holdings Management first reported a position in Coca-Cola in Q2 2025 and has held it in 2 quarters since.
  • Sagard Holdings Management's Coca-Cola position peaked at $10.9K in Q2 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.