Sagewood Asset Management’s Coca-Cola KO Stock Holding History

Sagewood Asset Management’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	$479K	Buy	5,892 +2,048	+53%	+$162K	0.11%	187
2026 Q1	$292K	Buy	+3,844	New	+$291K	0.09%	227

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sagewood Asset Management's KO Position: Q2 2026 in Review

Sagewood Asset Management increased its Coca-Cola (KO) stake by 53% in Q2 2026, buying an estimated $162K and bringing the position to 5,892 shares worth $479K. The position accounts for 0.11% of the portfolio, ranked #187.

Sagewood Asset Management first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sagewood Asset Management held 5,892 shares of Coca-Cola worth $479K as of Q2 2026.
Sagewood Asset Management bought 2,048 Coca-Cola shares in Q2 2026, an estimated $162K.
Coca-Cola made up 0.11% of Sagewood Asset Management's portfolio in Q2 2026, its #187 holding.
Sagewood Asset Management first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.