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
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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's KO Position: Q4 2025 in Review

SageView Advisory Group increased its Coca-Cola (KO) stake by 30% in Q4 2025, buying an estimated $972K and bringing the position to 59,834 shares worth $4.18M. The position accounts for 0.14% of the portfolio, ranked #90.

SageView Advisory Group first reported a position in KO in Q4 2022 and has held it in 13 quarters since. 3,467 funds tracked by Wall St. Rank hold KO as of Q4 2025.

SageView Advisory Group held 59,834 shares of Coca-Cola worth $4.18M as of Q4 2025.
SageView Advisory Group bought 13,946 Coca-Cola shares in Q4 2025, an estimated $972K.
Coca-Cola made up 0.14% of SageView Advisory Group's portfolio in Q4 2025, its #90 holding.
SageView Advisory Group first reported a position in Coca-Cola in Q4 2022 and has held it in 13 quarters since.
3,467 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.