Sage Financial Management Group’s Coca-Cola KO Stock Holding History

Sage Financial Management 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	$235K	Hold	2,891	–	–	0.06%	56
2026 Q1	$220K	Sell	2,891 -125	-4%	-$9.45K	0.07%	54
2025 Q4	$211K	Hold	3,016	–	–	0.06%	57
2025 Q3	$200K	Hold	3,016	–	–	0.06%	56
2025 Q2	$213K	Hold	3,016	–	–	0.07%	53
2025 Q1	$216K	Buy	+3,016	New	+$201K	0.08%	52
2024 Q4	–	Sell	-3,016	Closed	-$217K	–	55
2024 Q3	$217K	Buy	+3,016	New	+$207K	0.08%	52
2021 Q2	–	Sell	-972	Closed	-$51K	–	75
2021 Q1	$51K	Buy	+972	New	+$48.9K	0.04%	61

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sage Financial Management Group's KO Position: Q2 2026 in Review

Sage Financial Management Group held its Coca-Cola (KO) position steady in Q2 2026 at 2,891 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #56.

Sage Financial Management Group first reported a position in KO in Q1 2021 and has held it in 8 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sage Financial Management Group held 2,891 shares of Coca-Cola worth $235K as of Q2 2026.
Sage Financial Management Group left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.06% of Sage Financial Management Group's portfolio in Q2 2026, its #56 holding.
Sage Financial Management Group first reported a position in Coca-Cola in Q1 2021 and has held it in 8 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.