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Sage Private Wealth Group’s Coca-Cola KO Stock Holding History

Sage Private Wealth 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
2025
Q2 		– Sell
-5,664
Closed -$406K – 95
2025
Q1 		$406K Sell
5,664
-201
-3% -$13.4K 0.31% 49
2024
Q4 		$365K Sell
5,865
-583
-9% -$38.1K 0.27% 54
2024
Q3 		$463K Sell
6,448
-247
-4% -$16.9K 0.36% 40
2024
Q2 		$426K Sell
6,695
-611
-8% -$37.8K 0.36% 40
2024
Q1 		$447K Sell
7,306
-633
-8% -$38K 0.36% 37
2023
Q4 		$468K Buy
7,939
+19
+0.2% +$1.08K 0.42% 26
2023
Q3 		$443K Buy
7,920
+170
+2% +$10.2K 0.61% 16
2023
Q2 		$467K Sell
7,750
-253
-3% -$15.7K 0.64% 15
2023
Q1 		$496K Sell
8,003
-761
-9% -$46.1K 0.57% 13
2022
Q4 		$558K Buy
8,764
+54
+0.6% +$3.26K 0.66% 13
2022
Q3 		$488K Sell
8,710
-42
-0.5% -$2.61K 0.64% 11
2022
Q2 		$551K Sell
8,752
-528
-6% -$33.5K 0.79% 9
2022
Q1 		$575K Buy
9,280
+46
+0.5% +$2.8K 0.56% 13
2021
Q4 		$546K Buy
9,234
+268
+3% +$14.9K 0.68% 11
2021
Q3 		$470K Sell
8,966
-134
-1% -$7.47K 0.65% 14
2021
Q2 		$492K Buy
9,100
+198
+2% +$10.8K 0.67% 14
2021
Q1 		$469K Buy
8,902
+755
+9% +$38K 0.81% 13
2020
Q4 		$447K Buy
+8,147
New +$421K 1.25% 9

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Sage Private Wealth Group's KO Position: Q2 2025 in Review

Sage Private Wealth Group sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 5,664 shares — an estimated $406K sold.

Sage Private Wealth Group first reported a position in KO in Q4 2020 and held it in 18 quarters. The position peaked at $575K in Q1 2022. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Sage Private Wealth Group reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Sage Private Wealth Group sold 5,664 Coca-Cola shares in Q2 2025, an estimated $406K.
  • Sage Private Wealth Group first reported a position in Coca-Cola in Q4 2020 and held it in 18 quarters.
  • Sage Private Wealth Group's Coca-Cola position peaked at $575K in Q1 2022.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Sage Private Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.