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Sage Mountain Advisors’s Coca-Cola KO Stock Holding History

Sage Mountain 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 		$215K Sell
2,827
-26,811
-90% -$2.03M 0.02% 191
2025
Q4 		$2.07M Sell
29,638
-1,691
-5% -$118K 0.11% 99
2025
Q3 		$2.08M Buy
31,329
+4,839
+18% +$333K 0.12% 91
2025
Q2 		$1.87M Buy
26,490
+1,467
+6% +$105K 0.12% 82
2025
Q1 		$1.79M Buy
25,023
+3,702
+17% +$247K 0.13% 80
2024
Q4 		$1.33M Buy
21,321
+528
+3% +$34.5K 0.1% 90
2024
Q3 		$1.49M Buy
20,793
+1,119
+6% +$76.6K 0.13% 83
2024
Q2 		$1.25M Buy
19,674
+3,825
+24% +$237K 0.12% 83
2024
Q1 		$970K Buy
15,849
+193
+1% +$11.6K 0.1% 98
2023
Q4 		$923K Sell
15,656
-845
-5% -$48K 0.11% 85
2023
Q3 		$924K Buy
16,501
+266
+2% +$16K 0.13% 74
2023
Q2 		$978K Buy
16,235
+2,334
+17% +$145K 0.14% 71
2023
Q1 		$862K Buy
13,901
+6,551
+89% +$397K 0.14% 67
2022
Q4 		$468K Buy
7,350
+334
+5% +$20.2K 0.11% 76
2022
Q3 		$393K Sell
7,016
-297
-4% -$18.5K 0.1% 87
2022
Q2 		$460K Buy
7,313
+446
+6% +$28.3K 0.08% 238
2022
Q1 		$426K Sell
6,867
-13,000
-65% -$791K 0.07% 292
2021
Q4 		$1.18M Buy
19,867
+4,733
+31% +$264K 0.14% 116
2021
Q3 		$794K Buy
15,134
+2,148
+17% +$120K 0.11% 172
2021
Q2 		$703K Buy
12,986
+1,158
+10% +$63K 0.12% 185
2021
Q1 		$623K Buy
11,828
+6,738
+132% +$339K 0.13% 134
2020
Q4 		$279K Buy
+5,090
New +$263K 0.09% 138

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

Sage Mountain Advisors's KO Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Coca-Cola (KO) stake by 90% in Q1 2026, selling an estimated $2.03M and leaving 2,827 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #191.

Sage Mountain Advisors first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.08M in Q3 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Sage Mountain Advisors held 2,827 shares of Coca-Cola worth $215K as of Q1 2026.
  • Sage Mountain Advisors sold 26,811 Coca-Cola shares in Q1 2026, an estimated $2.03M.
  • Coca-Cola made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #191 holding.
  • Sage Mountain Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Coca-Cola position peaked at $2.08M in Q3 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.