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Family Legacy Financial Solutions’s Coca-Cola KO Stock Holding History

Family Legacy Financial Solutions’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 		– Sell
-647
Closed -$42.9K – 146
2025
Q3 		$42.9K Buy
647
+4
+0.6% +$275 0.03% 99
2025
Q2 		$45.5K Buy
+643
New +$45.8K 0.04% 94

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Family Legacy Financial Solutions's KO Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 647 shares — an estimated $42.9K sold.

Family Legacy Financial Solutions first reported a position in KO in Q2 2025 and held it in 2 quarters. The position peaked at $45.5K in Q2 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 647 Coca-Cola shares in Q4 2025, an estimated $42.9K.
  • Family Legacy Financial Solutions first reported a position in Coca-Cola in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Coca-Cola position peaked at $45.5K in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.