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Sagespring Wealth Partners’s Coca-Cola KO Stock Holding History

Sagespring Wealth Partners’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 		$7.43M Buy
91,373
+16,241
+22% +$1.28M 0.11% 103
2026
Q1 		$5.71M Sell
75,132
-834
-1% -$63K 0.1% 104
2025
Q4 		$5.31M Buy
75,966
+5,321
+8% +$371K 0.1% 105
2025
Q3 		$4.69M Sell
70,645
-1,026
-1% -$70.6K 0.09% 108
2025
Q2 		$5.07M Buy
71,671
+27,065
+61% +$1.93M 0.11% 101
2025
Q1 		$3.19M Buy
44,606
+7,933
+22% +$530K 0.08% 121
2024
Q4 		$2.28M Buy
+36,673
New +$2.39M 0.06% 133

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sagespring Wealth Partners's KO Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Coca-Cola (KO) stake by 22% in Q2 2026, buying an estimated $1.28M and bringing the position to 91,373 shares worth $7.43M. The position accounts for 0.11% of the portfolio, ranked #103.

Sagespring Wealth Partners first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sagespring Wealth Partners held 91,373 shares of Coca-Cola worth $7.43M as of Q2 2026.
  • Sagespring Wealth Partners bought 16,241 Coca-Cola shares in Q2 2026, an estimated $1.28M.
  • Coca-Cola made up 0.11% of Sagespring Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Sagespring Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.