Sage Mountain Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
26,490
+1,467
| +6% | +$104K | 0.12% | 82 |
|
|
2025
Q1 | $1.79M | Buy |
25,023
+3,702
| +17% | +$265K | 0.13% | 80 |
|
|
2024
Q4 | $1.33M | Buy |
21,321
+528
| +3% | +$32.9K | 0.1% | 90 |
|
|
2024
Q3 | $1.49M | Buy |
20,793
+1,119
| +6% | +$80.4K | 0.13% | 83 |
|
|
2024
Q2 | $1.25M | Buy |
19,674
+3,825
| +24% | +$243K | 0.12% | 83 |
|
|
2024
Q1 | $970K | Buy |
15,849
+193
| +1% | +$11.8K | 0.1% | 98 |
|
|
2023
Q4 | $923K | Sell |
15,656
-845
| -5% | -$49.8K | 0.11% | 85 |
|
|
2023
Q3 | $924K | Buy |
16,501
+266
| +2% | +$14.9K | 0.13% | 74 |
|
|
2023
Q2 | $978K | Buy |
16,235
+2,334
| +17% | +$141K | 0.14% | 71 |
|
|
2023
Q1 | $862K | Buy |
13,901
+6,551
| +89% | +$406K | 0.14% | 67 |
|
|
2022
Q4 | $468K | Buy |
7,350
+334
| +5% | +$21.2K | 0.11% | 76 |
|
|
2022
Q3 | $393K | Sell |
7,016
-297
| -4% | -$16.6K | 0.1% | 87 |
|
|
2022
Q2 | $460K | Buy |
7,313
+446
| +6% | +$28.1K | 0.08% | 238 |
|
|
2022
Q1 | $426K | Sell |
6,867
-13,000
| -65% | -$806K | 0.07% | 292 |
|
|
2021
Q4 | $1.18M | Buy |
19,867
+4,733
| +31% | +$280K | 0.14% | 115 |
|
|
2021
Q3 | $794K | Buy |
15,134
+2,148
| +17% | +$113K | 0.11% | 170 |
|
|
2021
Q2 | $703K | Buy |
12,986
+1,158
| +10% | +$62.7K | 0.12% | 184 |
|
|
2021
Q1 | $623K | Buy |
11,828
+6,738
| +132% | +$355K | 0.13% | 133 |
|
|
2020
Q4 | $279K | Buy |
+5,090
| New | +$279K | 0.09% | 137 |
|