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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
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 $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

Sagespring Wealth Partners's KO Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Coca-Cola (KO) stake by 1.1% in Q1 2026, selling an estimated $63K and leaving 75,132 shares worth $5.71M. The position accounts for 0.1% of the portfolio, ranked #104.

Sagespring Wealth Partners first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Sagespring Wealth Partners held 75,132 shares of Coca-Cola worth $5.71M as of Q1 2026.
  • Sagespring Wealth Partners sold 834 Coca-Cola shares in Q1 2026, an estimated $63K.
  • Coca-Cola made up 0.1% of Sagespring Wealth Partners's portfolio in Q1 2026, its #104 holding.
  • Sagespring Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.