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SageView Advisory Group’s Coca-Cola KO Stock Holding History

SageView Advisory 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 		$2.19M Buy
26,974
+54
+0.2% +$4.26K 0.07% 149
2026
Q1 		$2.05M Sell
26,920
-32,914
-55% -$2.49M 0.07% 134
2025
Q4 		$4.18M Buy
59,834
+13,946
+30% +$972K 0.14% 90
2025
Q3 		$3.04M Buy
45,888
+18,183
+66% +$1.25M 0.11% 123
2025
Q2 		$1.89M Buy
27,705
+1,336
+5% +$95.2K 0.07% 145
2025
Q1 		$1.89M Buy
26,369
+1,465
+6% +$97.8K 0.08% 136
2024
Q4 		$1.55M Sell
24,904
-1,245
-5% -$81.3K 0.07% 157
2024
Q3 		$1.88M Sell
26,149
-746
-3% -$51.1K 0.1% 119
2024
Q2 		$1.71M Sell
26,895
-2,011
-7% -$124K 0.08% 142
2024
Q1 		$1.77M Sell
28,906
-5,071
-15% -$305K 0.09% 125
2023
Q4 		$2.04M Buy
33,977
+9,623
+40% +$547K 0.09% 139
2023
Q3 		$1.36M Sell
24,354
-4,402
-15% -$264K 0.08% 168
2023
Q2 		$1.73M Buy
28,756
+3,063
+12% +$191K 0.1% 129
2023
Q1 		$1.59M Buy
25,693
+16,866
+191% +$1.02M 0.1% 133
2022
Q4 		$561K Buy
+8,827
New +$533K 0.05% 226

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

SageView Advisory Group's KO Position: Q2 2026 in Review

SageView Advisory Group increased its Coca-Cola (KO) stake by 0.2% in Q2 2026, buying an estimated $4.26K and bringing the position to 26,974 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #149.

SageView Advisory Group first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.18M in Q4 2025. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SageView Advisory Group held 26,974 shares of Coca-Cola worth $2.19M as of Q2 2026.
  • SageView Advisory Group bought 54 Coca-Cola shares in Q2 2026, an estimated $4.26K.
  • Coca-Cola made up 0.07% of SageView Advisory Group's portfolio in Q2 2026, its #149 holding.
  • SageView Advisory Group first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Coca-Cola position peaked at $4.18M in Q4 2025.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.