Position in KO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,425,883
+$1,712,095 QoQ
Shares Held
91,373
+21.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#766
of 3,621 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026SAGESPRING WEALTH PARTNERS, LLC holds $11,141,257 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (66.7% of the industry book) .
All Filings in KO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,425,883 | 91,373 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,713,788 | 75,132 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,310,783 | 75,966 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,685,176 | 70,645 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,070,723 | 71,671 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,194,681 | 44,606 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,283,260 | 36,673 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||