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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Hold
2025
Q2
$213K Hold
2025
Q1
$216K Buy
2024
Q4
Sell
2024
Q3
$217K Buy
2021
Q2
Sell
2021
Q1
$51K Buy