SAG
SageView Advisory Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
27,705
+1,336
| +5% | +$91K | 0.07% | 145 |
|
|
2025
Q1 | $1.89M | Buy |
26,369
+1,465
| +6% | +$105K | 0.08% | 136 |
|
|
2024
Q4 | $1.55M | Sell |
24,904
-1,245
| -5% | -$77.5K | 0.07% | 157 |
|
|
2024
Q3 | $1.88M | Sell |
26,149
-746
| -3% | -$53.6K | 0.1% | 119 |
|
|
2024
Q2 | $1.71M | Sell |
26,895
-2,011
| -7% | -$128K | 0.08% | 142 |
|
|
2024
Q1 | $1.77M | Sell |
28,906
-5,071
| -15% | -$310K | 0.09% | 125 |
|
|
2023
Q4 | $2.04M | Buy |
33,977
+9,623
| +40% | +$576K | 0.09% | 139 |
|
|
2023
Q3 | $1.36M | Sell |
24,354
-4,402
| -15% | -$246K | 0.08% | 168 |
|
|
2023
Q2 | $1.73M | Buy |
28,756
+3,063
| +12% | +$184K | 0.1% | 129 |
|
|
2023
Q1 | $1.59M | Buy |
25,693
+16,866
| +191% | +$1.05M | 0.1% | 133 |
|
|
2022
Q4 | $561K | Buy |
+8,827
| New | +$561K | 0.05% | 226 |
|