SageGuard Financial Group’s Coca-Cola KO Stock Holding History

SageGuard Financial 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	$15.7M	Sell	192,968 -18,533	-9%	-$1.46M	2.2%	10
2026 Q1	$16.1M	Sell	211,501 -32,769	-13%	-$2.48M	2.49%	8
2025 Q4	$17.1M	Buy	+244,270	New	+$17M	2.72%	10
2021 Q3	–	Sell	-29,217	Closed	-$1.58M	–	74
2021 Q2	$1.58M	Buy	29,217 +620	+2%	+$33.7K	0.72%	37
2021 Q1	$1.51M	Buy	28,597 +721	+3%	+$36.3K	0.7%	39
2020 Q4	$1.52M	Buy	+27,876	New	+$1.44M	0.73%	36

Other funds holding KO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

SageGuard Financial Group's KO Position: Q2 2026 in Review

SageGuard Financial Group reduced its Coca-Cola (KO) stake by 8.8% in Q2 2026, selling an estimated $1.46M and leaving 192,968 shares worth $15.7M. The position accounts for 2.2% of the portfolio, ranked #10.

SageGuard Financial Group first reported a position in KO in Q4 2020 and has held it in 6 quarters since. The position peaked at $17.1M in Q4 2025. 2,350 funds tracked by Wall St. Rank hold KO as of Q2 2026.

SageGuard Financial Group held 192,968 shares of Coca-Cola worth $15.7M as of Q2 2026.
SageGuard Financial Group sold 18,533 Coca-Cola shares in Q2 2026, an estimated $1.46M.
Coca-Cola made up 2.2% of SageGuard Financial Group's portfolio in Q2 2026, its #10 holding.
SageGuard Financial Group first reported a position in Coca-Cola in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Coca-Cola position peaked at $17.1M in Q4 2025.
2,350 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.